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Our Team
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Team Members In
Executives
Joe Glick
Executive Vice President, Chief Operating Officer & Chief Financial Officer
Tom Haught
CFP®, ChFC
President & CEO
Annie McCauley
CFP®
Executive Vice President, Chief Client Experience Officer
Gee Smith
MBA
Executive Vice President, Head of Sequoia Family Office
Justin Stets
Executive Vice President, Head of Integrated Wealth Services
Chris Thom
CFP®, ChFC, CLU, CWS
Executive Vice President, Chief Strategy & Partnerships Officer
Kevin Tichnell
MSF
Executive Vice President, Chief Acquisitions Officer
