All Star Financial is now part of Sequoia Financial Group.

RSVP for our Client Appreciation Event September 18, 2026

OUR GOAL

Deliver clients enhanced services and specialized resources, ensuring we are a dedicated partner for families and loved ones for generations to come.

Amplified Tax Planning Capabilities

All Star Financial's tax professionals are joining Sequoia Tax Services, Sequoia's commonly held tax affiliate, so clients continue to receive coordinated investment management, financial planning, and tax compliance under one roof.

Expanded Planning and Investment Opportunities

Sequoia's 13-person centralized planning team and a 20+ person investment research team offer enhanced planning opportunities and a wide range of investment vehicles for All Star Financial's clients, providing greater resources and specialized supplementary services when needed.

Enriching Lives Across the Wealth Spectrum

All Star Financial's partnership with Sequoia underscores a shared commitment to integrity, teamwork, and extraordinary service, enhancing value for clients and enriching their lives through an impactful, integrated wealth management experience tailored to each client's unique circumstances.

A Built For You Client Experience

The combined resources of Sequoia Financial Group and All Star Financial provide a knowledgeable, experienced team dedicated to understanding each client’s unique story and objectives, while delivering exceptional responsiveness and partnership to support clients in achieving their financial goals.

Our Team

Built
For You

All Star Financial's team remains here for you and your family. They bring their experience in serving multigenerational families, individuals, and clients navigating significant tax and planning decisions to Sequoia, strengthening both firms' comprehensive wealth management approach.

Robert Klefsaas
CFP®, AIF®

Principal, Senior Strategic Advisor

Eric Gardener
CFA®

Senior Vice President, Wealth Advisor

Grant Germscheid
CFP®

Director, Wealth Advisor

Matthew Berhow
CFP®, AIF®

Senior Vice President, Wealth Advisor

Jon Jurmu

Senior Associate, Tax Advisor at Sequoia Tax Services

Mary Grell

Senior Associate, Tax Specialist at Sequoia Tax Services

Melissa Hornung

Vice President, Sentinel Client Experience & Strategy Lead

"Our clients count on us to be proactive and practical, guiding them to make informed decisions, recommending tax-efficient strategies, and staying ahead of opportunities.

Partnering with Sequoia Financial lets us preserve those relationships while expanding our capabilities.”

Smiling older man with gray hair and glasses, wearing a blue blazer and light dress shirt.

Robert Kleffsas

Founder and CEO of All Star Financial

Begin your journey with Sequoia Financial.

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“All Star Financial has built a disciplined, client-centered business with a strong foundation in tax strategy.

Their approach and culture make them an excellent fit as we continue to increase our presence in the Upper Midwest.”

Tom Haught

Sequoia Founder & CEO

FREQUENTLY ASKED QUESTIONS

Who is Sequoia Financial Group?

Sequoia offers a team-based, integrated wealth management and family office experience to individuals and families across the wealth continuum.

As fiduciaries, our BUILT FOR YOU promise ensures that we recommend investment strategies that meet the unique needs of each client and leverage the depth of our team to deliver a comprehensive financial plan. From proactive tax planning and well-designed estate plans to customized risk management, retirement planning, and philanthropic planning, we deliver solutions that help clients achieve their financial goals and uphold a steadfast commitment to planning that endures across generations.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

What attracted Sequoia Financial to All Star Financial?

All Star Financial is an ideal integration partner because of its deep experience in working with individuals and families. Their approach to nurturing these relationships stood out to Sequoia. This partnership is intentional and is part of a vision to continue to offer excellence to their clients while expanding opportunities and depth through a greater range of available services.

Sequoia offers a breadth and depth of family office services that will expand planning and investment opportunities for All Star Financial's clients. They will bring additional Sequoia personnel into these relationships when the client experience would benefit from specialized supplementary services.

Will my services be altered?

Clients will continue to experience the exceptional service they have come to expect but with additional resources and an expanded scope of services. The transition and the changes will come in the form of access to financial planning services and an expanded array of investments. This acquisition is the next phase of All Star Financial's promise to continually advance the depth of resources available.

What is Sequoia Sentinel?

Sequoia Sentinel is a boutique family office within Sequoia Financial that is dedicated to supporting the unique needs of ultra-high-net-worth (UHNW) individuals and families. Sequoia Sentinel was launched in the fall of 2023 as the next evolution of the customized services and advisory teams Sequoia Financial offers to UHNW clients, including technical proficiency in areas that specifically affect individuals with substantial family wealth. Sequoia Sentinel clients typically have a minimum account size of $20 million. Sequoia Sentinel represents more than half of Sequoia Financial Group’s assets under management.

Wealth Management

Specialized Planning