Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.

Consulting

Sequoia Financial Group

Sequoia Financial Group's headquarters in Akron, OH, United States

Tom Haught

Tom Neroni

Michael Mordoh

John Ostrand

Charlie Lawson

Chris Thom

Kelly Irvine

Norm Cook

Justin Stets

Thomas Farrell

Annie Mccauley

Gerry Knotek

Jennifer Koch

Trevor Chuna

Matthew Teetor

The Leadership Team at Sequoia Financial Group is responsible for setting the strategic direction of the company, ensuring compliance with industry regulations, and fostering a culture that prioritizes client-centered financial planning. Comprising key executives from various departments, they collaborate to drive innovation, enhance operational efficiency, and support the mission of helping clients achieve their goals.

Leadership Team

The Client Services team at Sequoia Financial Group is dedicated to ensuring a seamless and personalized experience for clients. Comprising roles like SVP & Wealth Advisor and Associate Director, Client Service, the team collaborates to understand clients' unique financial goals, provide tailored advice, and maintain the highest standards of client support and satisfaction. Their focus is to help clients realize their life ambitions through expert financial planning and exceptional service.

Client Services

Sequoia Financial Group

Org chart

Board & advisors

Teams

Leadership Team

Client Services

Offices

Sequoia Financial Group

Org chart

Board & advisors

Teams

Leadership Team

Client Services

Offices

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