Partner Planning for Eide Bailly
Sequoia Financial Group offers complimentary, integrated wealth planning designed specifically for Eide Bailly partners.
Get Started with Sequoia
Whether you're ready to open an account, begin Partner Planning, or simply have questions, complete this brief form and we'll be in touch.
Partner Resource Hub
As Eide Bailly moves through a liquidity event, Sequoia is prepared to meet you at this moment. The Partner Resource Hub exists to walk you through every step of the process.
Any Questions?
Katie Nentwick
Senior Vice President, Regional Group Lead
knentwick@sequoia-financial.com
210-353-0501
Brad Kelley
Executive Vice President, Corporate Development
bkelley@sequoia-financial.com
701-960-1013
Tom Goekeler
Partner, Eide Bailly
tgoekeler@eidebailly.com
918-748-5000
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. For Eide Bailly use only. Not for public distribution.