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.

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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