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

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
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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

Michael Daniels

CFP®, AWMA

Associate Director, Wealth Planner

Will Gandert

CFP®, RICP

Senior Director, Wealth Strategist

Tina Malek

CPA

Vice President, Wealth Strategist
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Advisors

Ryan Baney

CFP®, ChFC

Vice President, Wealth Advisor

Ashley Bayer

Senior Associate, Wealth Advisor

Don Bentley

CFP®, RICP, AIF

Vice President, Wealth Advisor
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