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Meet the Team

Our team is more than a collection of employees; it's the essential element in our success.

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Our Story

Our team embraces the mission and values of Sequoia: Integrity, Passion, and Teamwork.

  • Advisors
  • Asset Management
  • Executives
  • Family Office
  • Wealth Planning

Executive Leadership

Tom Haught

CFP®, ChFC

President & CEO

Listed Alphabetically

Trevor Chuna

CFP®, AEP, CTFA, MSFS

Senior Vice President, Chief Technology Officer

Norm Cook

Executive Vice President, Head of Corporate Development

Matt Dunn

CFA, CSCP

Chief Compliance Officer
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Asset Management

Leaders and Portfolio Managers

Listed Alphabetically

Ed Antoian

CFA®, CPA, MBA

Principal, Senior Strategic Advisor

Joe Bodnar

Director, Portfolio Manager

David Choi

CFA

Vice President, Portfolio Manager
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Wealth Planning

Leaders and Strategists

Listed Alphabetically

Scott Clark

CFP®, CEPA®, CRPC®, CRPS®

Vice President, Wealth Strategist

Ignacio D’Windt

LLB, JD, LLM

Director, Wealth Planner

Michael Daniels

CFP®, AWMA, CEPA

Associate Director, Wealth Planner
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Advisors

Ryan Baney

CFP®, ChFC®

Vice President, Wealth Advisor

Andrew Barrett

Senior Vice President, Wealth Advisor

Edwin Barton

Vice President, Wealth Advisor
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Strategic Consultants

Jeffrey Carlson

CFP®

Principal, Senior Strategic Advisor

Gregory Carlson

CFP®

Principal, Senior Strategic Advisor

Joe Heider

JD, ChFC® , CLU®, AIF®

Consultant
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LOCATIONS

Aberdeen, SD 
Akron, OH (HQ)
Berwyn, PA
Billings, MT
Bloomington, MN
Burlington, MA
Charleston, SC
Cleveland, OH
Columbus, OH
Fargo, ND
Hastings, MN
Hilton Head Island, SC
Houston, TX
Irvine, CA
Las Vegas, NV
Lehi, UT
Litchfield, CT

 

 

Mankato, MN
Mayfield Heights, OH
Nashville, TN
Norman, OK

Northfield, MN
Omaha, NE
Phoenix, AZ
Rochester, MN
Salt Lake City, UT
San Antonio, TX
Sious Falls, SD
Spokane, WA
St. Clair Shores, MI
Tampa, FL
Torrance, CA
Troy, MI
Tulsa, OK

 

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© 2025 SEQUOIA FINANCIAL ADVISORS, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

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