Our Team

Team Members In

Leadership

Michael Mordoh

Vice President, Head of Operations

Steven Resler

CFP®

Senior Vice President, Advisor Group Lead and Wealth Advisor

Gee Smith

MBA

Executive Vice President, Head of Sequoia Sentinel Family Office

Keri Snow

MBA

Vice President, Program Manager

Justin Stets

Executive Vice President, Head of Integrated Wealth Services

Chris Thom

CFP®, ChFC®, CLU®, CWS®

Executive Vice President, Chief Growth Officer

Kevin Tichnell

Executive Vice President, Chief Acquisitions Officer

Tom Walsh

Head of Financial Planning & Analytics

Heather Walters

Vice President, Client Service & Process Innovation Lead

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader