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          An integrated approach to wealth planning that surrounds you with a team of professionals.

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          In addition, we extend specialized planning to business owners, executives, first responders, physicians, and families with a loved one who has special needs.

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Our Team

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Team Members In

Sentinel Family Office

Tina Malek

CPA

Vice President, Wealth Strategist

Brady Marlow

CFP®, CAP ®, CPWA®, AEP

Vice President, Wealth Advisor

Angela Neumann

CFP®, CAP®, MSFS

Senior Vice President, Wealth Advisor

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

Cody Pittman

Associate Director, Wealth Advisor

Dan Russler

Senior Vice President, Wealth Advisor

Chad Schleh

CFP®

Associate Director, Wealth Advisor

Matthew Schmidt

CFA®

Senior Director, Wealth Advisor

Christian Seybert

CFP®

Associate Director, Wealth Advisor

Andrew Smith

Vice President, Wealth Advisor

Gee Smith

MBA

Executive Vice President, Head of Sequoia Sentinel Family Office

Erin Soldatis

MBA

Senior Associate, Wealth Planner

Dave Stribula

CFP®, CEPA®

Senior Director, Associate Advisor Group Lead

Jim Thompson

Vice President, Wealth Advisor

Daniela Truver

CFP®, AEP®, CTFA

Vice President, Wealth Strategist
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Sequoia Financial Group, LLC

© 2026. All rights reserved.

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor and a wholly owned subsidiary of Sequoia Financial Group, LLC. Registration as an investment advisor does not imply a certain level of skill or training.

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