Our people make us unique;

Our team makes us exceptional.

Meet Our Team

At our core, each of us on the Sequoia team share the same mindset: one of dedication, care, and respect. The establishment of our multigenerational team to carry forward our practice illustrates our unwavering commitment to our clients, their families, and to one another. Get to know us!  

Wealth Advisors

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Affinia Team

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Compliance Delegate and Director of Special Projects
Business Manager
Senior Client Operations Associate
Client Relationship Manager & Financial Planner
Office Manager
Portfolio Analyst
Chief Marketing Officer
Client Services Manager
Maintenance & Environmental Services