Service Principles

Integrity

Always strive to do the right thing. When in doubt about what path that should take, simply reflect on what you would like to have done to you.

Proactivity

Anticipate your clients’ and co-workers’ wants and needs and then take the initiative to act upon them; don’t wait for them to call you.

Knowledge

Always be prepared to clearly articulate news and industry developments relevant to your service area while remaining firmly grounded in the technical requirements of your job.

Confidence

Believe fervently in what you (and Sequoia) do and how you do it – always demonstrate a clear link between your abilities and your recommendations.

Teamwork

Rely on the expertise of your co-workers and collaborate closely to deliver a better result for both our clients and our firm.

Responsibility

Be accountable for your actions by doing what you say you will do. There is no room for complacency, and trust is earned one action at a time.

Respect

Acknowledge and appreciate each team member for your individual worth and the qualities he or she brings to Sequoia.

Compassion

Truly care about your clients and co-workers and what they are trying to achieve; help them celebrate the successes and mourn the inevitable occasional failures.

Professionalism

Work hard and play hard; always behave in a manner that reflects positively on you and Sequoia.

Growth

Embrace a dynamic culture that pushes all of us to achieve, and which thereby will subtly change over time.

Featured Team Member

Christina Antal

Christina Antal

Client Service Manager
Jodi Bondurant

Jodi Bondurant

Client Relations Associate
Lauren Boone

Lauren Boone

Financial Planner
Heather Brown

Heather Brown

Manager, Financial Planning
Michael A. Chisnell

Michael A. Chisnell

Director, Retirement Services
Trevor Chuna

Trevor Chuna

Managing Director, Financial Planning
Li Jean Donovan

Li Jean Donovan

Operations Associate
Stephanie Hanayik

Stephanie Hanayik

Chief Compliance Officer
Tom Haught

Tom Haught

President
Renee Jeffries

Renee Jeffries

Operations Associate
Shaun Kapusinski

Shaun Kapusinski

Managing Director, Operations
Jason Ketchum

Jason Ketchum

Financial Consultant
Gerry Knotek

Gerry Knotek

Partner, Chief Financial Officer
Joe Long

Joe Long

Financial Planner
Dave Massare

Dave Massare

Financial Planner
Annie McCauley

Annie McCauley

Managing Director, Family Office Services
Stanley Milovancev

Stanley Milovancev

Executive Vice President
Kristan Piero

Kristan Preston

Financial Planner
Chris Redhead

Chris Redhead

Managing Director
John Rodriguez

John Rodriguez

Portfolio Information Analyst
Tom Strauchon

Tom Strauchon

Senior Financial Planner
Kevin Tichnell

Kevin Tichnell

Managing Director, Business Development
Bill Venter

Bill Venter

Senior Financial Planner