Meet the Team

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

one-on-one Session

Talk to an advisor

GET STARTED
Our Story

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

Executive Leadership

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

Vice President, Chief Compliance Officer
View More

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
View More

Wealth Planning

Leaders and Strategists

Listed Alphabetically

Michael Daniels

CFP®, AWMA

Associate Director, Wealth Planner

Will Gandert

CFP®, RICP

Senior Director, Wealth Strategist

Tina Malek

CPA

Vice President, Wealth Strategist
View More

Advisors

Ryan Baney

CFP®, ChFC

Vice President, Wealth Advisor

Ashley Bayer

CFP®

Senior Associate, Wealth Advisor

Don Bentley

CFP®, RICP, AIF

Vice President, Wealth Advisor
View More