Our Team

Team Members In

Leadership

Loren Shatten

SHRM-SCP

Senior Director, Leadership & Talent Development Lead

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, Interim Chief Compliance Officer

Chris Thom

CFP®, ChFC®, CLU®, CWS®

Executive Vice President, Chief Growth Officer

Kevin Tichnell

Executive Vice President, Chief Acquisitions Officer, Interim Chief Financial Officer

Tom Walsh

Vice President, 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

John Wiler

Senior Vice President, Integration Management Office Lead

Nick Zamparelli

CFA®, MBA

Senior Vice President, Chief Investment Officer