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Sequoia Financial Group, LLC.
Earning trust.Creating plans. Delivering results.

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Securities offered through
ValMark Securities, Inc.
Member FINRA SIPC.
Advisory services
offered through
Sequoia Financial Advisors, LLC,
an SEC Registered
Investment Advisor.
Sequoia Financial Group, LLC
and related entities are separate
entities from ValMark Securities,
Inc. and ValMark Advisers, Inc.





 
Sequoia Financial Group & Lanese & Associates

Thank you for your interest in learning more about Sequoia Financial Group and our relationship with Lanese & Associates. Founded in 1991 by Tom Haught, Sequoia's philosophy is simple. Earn the client's trust. Create a plan that's custom-tailored to meet their goals. Deliver results.

Most people know what they want. The problem is how to get there. We start by listening to the client – what are your plans, hopes, and aspirations. Sequoia combines that vital information with education, insight and experience to create a financial program that's custom-tailored to your goals, comfort level and needs.

The Sequoia/Lanese Connection

Lanese & Associates is an affiliate of Cohen & Company, a full service accounting and consulting firm based in Ohio with common, but not identical, ownership to Sequoia Financial Group.

As Lanese & Associates preferred financial services provider, Sequoia Financial Group works closely with you to provide guidance and advice in safeguarding your hard-earned assets.

Services
  • Financial Planning
  • Asset Management
  • Estate Planning
  • Retirement Planning
  • Fiduciary Consulting
  • Insurance
  • Corporate Services
Meet Alan St. Marie - CFP® - Financial Planner
813.633.6555 astmarie@sequoia-financial.com

Alan St. Marie is a Certified Financial Planner® with over 8 years of financial planning experience. Alan focuses on personal financial planning for individuals and business owners, helping them develop strategies designed to meet their goals and objectives. As part of our ongoing service to our clients, Alan assists clients in continuously monitoring their plan to make sure they remain on track.

Alan is Sequoia’s lead planner in Lanese & Associates Sun City Center office and has now happily called the Tampa area his home for over a year (Alan definitely does not miss the Northeast Ohio winters). Alan holds a BA in Economics from John Carroll University and a Masters in Financial Planning from Myers University. He is a Certified Financial Planner™ practitioner (CFP®) and is registered as a Series 63 Uniform Securities Agent, Series 7 General Securities Representative and Series 52 Municipal Securities Representative with ValMark Securities, Inc., a FINRA-registered broker/dealer.

Want To Know More?
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