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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.
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Team
Jennifer D. Gourley - CFP® - Financial Planner
(216) 774-1238 jgourley@sequoia-financial.com
Contributions -
Jen joined Sequoia in October 2007 with over 8 years of wealth management experience. Jen primary responsibilities are working with individuals & business owners in the development, implementation and monitoring of comprehensive financial plans.
Qualifications -
Jen, a member of the Financial Planning Association of Northeast Ohio, received her Bachelor’s degree from the University of Connecticut and her Masters in Financial Planning from Bentley College in Waltham, MA. She is a Certified Financial Planner™ practitioner (CFP®), and has her Series 7 and Series 66 registrations through ValMark Securities, Inc., a FINRA-registered broker/dealer.
Personal Notes -
Jen resides in Cleveland with her husband, Bob and enjoys biking, gardening and other outdoor activities.
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