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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
LOCATIONS

Aberdeen, SD,
Akron, OH
(HQ)
Berwyn, PA
Billings, MT
Bloomington, MN
Burlington, MA
Charleston, SC
Cleveland, OH
Columbus, OH
Denver, CO
Fargo, ND
Hastings, MN
Hilton Head Island, SC
Houston, TX
Irvine, CA
Lake Oswego, OR
Las Vegas, NV

 

 

Mankato, MN
Mayfield Heights, OH
Nashville, TN
Norman, OK

Northfield, MN
Omaha, NE
Phoenix, AZ
Rochester, MN
Salt Lake City, UT
San Antonio, TX
Sioux Falls, SD
Spokane, WA
St. Clair Shores, MI
Tampa, FL
Torrance, CA
Troy, MI
Tulsa, OK

 

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© 2025 SEQUOIA FINANCIAL ADVISORS, LLC

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

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