For nearly 30 years, Kerry Michael Finn has devoted his career to serving as a trusted advisor to successful families. A trained engineer, Kerry thrives in the complexity of comprehensive, multigenerational wealth planning, especially where it intersects with tax and estate strategies. It is through this work that Kerry sees firsthand how deploying carefully crafted tactics in a thoughtful sequence can deliver a financial planning solution that is perfectly tailored to a client’s objectives.

In his work with Sequoia Sentinel family office clients, Kerry provides integrated, tax-efficient estate planning, investment strategies, risk management counsel, and family governance frameworks to help families protect, preserve, and transfer their wealth in ways that align with their goals and legacies. Known for his clear, approachable guidance, Kerry enjoys fostering strong, enduring relationships and working tirelessly alongside a team to offer clients confidence and deliver wealth planning solutions with their best interests at heart.