Our mission is to help as many people as possible develop, create, and customize financial plans based on their core values and who they aspire to be with the goal of providing security and confidence in the financial future of themselves and their families.
Personalized service defines our client relationships because we not only care about your financial goals, but also about who you are and what is most important to you. Trust and transparency are the cornerstones of the lasting connection we value with our clients, by offering independent advice and thoughtful insight to assist you in working towards building and protecting your assets.
At Sequoia, we strive to assimilate our core values in all that we do, and believe that our core values help us better assist our clients, team and community. Sequoia was founded with these values in mind, and since we are an independent firm, we do not have sales quotas or proprietary financial products for sale. Therefore, we can put our clients and their wellbeing, needs, and values first.
To guide clients towards achieving or maintaining a work- optional lifestyle, and a funded- contentment mindset that is in alignment with their values, aspirations and life’s purpose.
President, Client Portfolio Manager, Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chief Operating Officer
Chief Financial Officer
Client Service Associate
Vice President of Wealth Management
LPL Registered Administrative Assistant
LPL Registered Sales Assistant
Vice President, Investment Management
Vice President, Investment Services
Vice President, Financial Planning and Investments
LPL Private Wealth Advisor
LPL Financial Advisor