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

The Hastings office specializes in wealth management, tax services, and organizational development for clients in Minnesota.

Hastings

The St Clair Shores office focuses on wealth management and client engagement, serving private clients with tailored financial strategies.

St Clair Shores

Tom Haught

Kelly Irvine

Annie Mccauley

Matthew Dunn

Nick Zamparelli

Michael Marhofer

Justin Stets

Brad Kelley

Kevin Tichnell

John Ostrand

Charlie Lawson

Chris Thom

Norm Cook

Thomas Farrell

Gerry Knotek

Trevor Chuna

Matthew Teetor

This department specializes in guiding clients through wealth management and planning strategies to meet their financial goals.

Wealth Advisory

This department focuses on high-level strategic planning, corporate governance, and guiding the overall direction of the organization.

Executive Leadership

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

This department focuses on providing tailored financial strategies and services to clients to grow and protect their wealth.

Wealth Management

This department focuses on managing and optimizing investment strategies and operations to support business objectives.

Investment Operations

This department focuses on enhancing customer satisfaction and managing interactions throughout the client lifecycle.

Sequoia Financial Group

Org chart

Board & advisors

Teams

Wealth Advisory

Executive Leadership

Client Services

Wealth Management

Investment Operations

Client Experience

Offices

Sequoia Financial Group

Org chart

Board & advisors

Teams

Wealth Advisory

Executive Leadership

Client Services

Wealth Management

Investment Operations

Client Experience

Offices

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