News

Sequoia Financial Group Recognized as 2011 Weatherhead 100 Winner 

Dec 01, 2011
Sequoia Financial Group has been named to the Weatherhead 100, a list designating the fastest growing companies* in northeast Ohio. “Our people work hard to embody our firm’s service... Read More
 

Launch of New Brand and Website 

Oct 01, 2011
Sequoia has launched its new brand and accompanying website at www.sequoia‐financial.com. The redesign embodies the firm’s young, energetic and forward‐thinking vision and its commitment to ... Read More
 

Cascade Capital Business Growth Award 

Sep 20, 2011
Sequoia Financial Group has once again been honored as a winner of the 2011 Cascade Capital Business Growth award. The award recognizes companies from a seven-county region that have... Read More
 

Wealth Magnet 2011 Top Firm 

Sep 01, 2011
Sequoia Financial Group, LLC (Sequoia) has been recognized by Accounting Today as a Wealth Magnet 2011 Top Firm, as ranked by assets under management. Sequoia currently has approximately... Read More
 

Michael Chisnell quoted in Wall Street Journal 

Jun 01, 2011
Sequoia employee Michael Chisnell was quoted in the Wall Street Journal article titled "Your 401(k): Leave It or Roll It?" Click here to see the full article. Read More
 

New Promotions 

Jan 01, 2011
Sequoia is proud to announce the promotion of Trevor Chuna and Kristan Piero to financial planners in the Akron office. We are also pleased to welcome Michael Chisnell, Jr. to the Akron... Read More
 

Weatherhead 100 

Dec 21, 2010
Sequoia Financial Group has been named to the 2010-2011 Weatherhead 100. The list recognizes the fastest growing companies in Northeast Ohio based on revenues from 2005 to 2009 and is... Read More
 

Washingtons's Ripple Effects 

Oct 07, 2010
Political expert Greg Valliere gave an insider's perspective on how Washington politics and the 2010 elections may affect the economy, your business and other key investor... Read More
 

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
 

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.