Our Team

Team Members In

Executives

Joe Glick

Executive Vice President, Chief Operating Officer & Chief Financial Officer

Tom Haught

CFP®, ChFC®

Chairman & CEO

Annie McCauley

CFP®

President

Gee Smith

MBA

Executive Vice President, Head of Sequoia Sentinel Family Office

Justin Stets

Executive Vice President, Head of Integrated Wealth Services

Chris Thom

CFP®, ChFC®, CLU®, CWS®

Executive Vice President, Chief Growth Officer

Kevin Tichnell

MSF

Executive Vice President, Chief Acquisitions Officer