Pat joined Sequoia in September of 2018. As COO he works closely with the CEO and CFO on overall firm management. He is responsible for the oversight and optimization of day-to-day business operations at Sequoia Wealth Advisors. Utilizing his 35+ years of experience as an advisor and investment firm executive, Pat guides our staff in meeting clients’ needs. He also works to ensure our affiliated advisors serve their clients while staying in compliance with the federal and state regulators. Since Kristina and Katie are usually tightly scheduled, Pat is their backup and can quickly be available for investment and financial planning related questions. He works from his office in Southern Nevada. Pat can be best reached on his direct business cell: 858-997-5050 and is known to answer calls even outside of normal business hours.