Sequoia Financial Group

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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.

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Tom Haught

President & CEO

Tom Haught

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Trevor Chuna

Chief Technology Officer

Al Kantra

EVP & Chief Operating Officer

Annie Mccauley

EVP & Chief Client Experience Officer

Gerry Knotek

Executive Vice President, Chief Compliance Officer

Jennifer Koch

Senior Vice President, Human Resources

Katie Senn

Associate Director, Wealth Advisor

Jack Zhang

Chief Investment Strategist

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Leadership Team

4 members

Client Services

4 members

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