Sequoia Financial Group, LLC (Sequoia), an independent financial services firm based in Akron, OH recently added three new full time employees.
Michael Baker is a Certified Financial Planner (CFP®) and joins Sequoia from a local wealth management firm where he served as Manager of financial planning and was responsible for drafting their financial plans. He will be based in our Akron, OH office and will specialize in Retirement and Education Planning as a manager within Sequoia’s Wealth Planning Department.
Jacob Epifano holds a degree in Forensic Accounting and is currently working on completion of his Certified Public Accountant (CPA) designation. He brings accounting experience to the firm where he will exclusively serve in the Family Office Services group and will be located in the Beachwood, OH office.
Kim Oros joins Sequoia with deep experience in the institutional marketplace including client and management responsibilities within Retirement Plan divisions for multiple companies including Schwab. She will function as a managing Advisor in Sequoia’s St. Clair Shores, MI office and will serve as Vice President of the Institutional Services team.