Gerry Knotek

As a financial planner, Gerry values the opportunity to help people as they work to reach their financial goals and navigate the challenges they face along the way. In particular, Gerry enjoys comprehensive planning for individuals and small businesses in the areas of retirement planning, investment management, insurance strategies, asset allocation, and estate and succession planning.

From a management perspective, Gerry is a part of Sequoia’s executive team and serves as Chief Compliance Officer helping manage the firm in various ways.