Skip to content
SEQUOIA SENTINEL
WhatsApp Alert
CLIENT LOGIN
SFG-RGB_Horizontal-Logo-Full-Color
  • Family Office
  • Services
    • Asset Management
    • Wealth Planning
  • Insights
  • About Us
    • Our Story
    • Our Team
    • Careers
    • Partner With Us
  • Contact

Our Team

  • Advisors
  • Asset Management
  • Executives
  • Family Office
  • Wealth Planning
Team Members In

Wealth Planning

Scott Clark

CFP®, CEPA®, CRPC®, CRPS®

Vice President, Wealth Strategist

Ignacio D’Windt

LLB, JD, LLM

Director, Wealth Planner

Michael Daniels

CFP®, AWMA, CEPA

Associate Director, Wealth Planner

Brandon Deckert

CFP®

Director, Wealth Planner

Will Gandert

CFP®, RICP

Vice President, Wealth Strategist

Tina Malek

CPA

Vice President, Wealth Strategist

Michelle Peck

Director, Wealth Planning

Daniel Tesfaye

CFP®, CPWA®, MSF

Director, Wealth Planner

Daniela Truver

CFP®, CTFA

Wealth Strategist

A.J. Volpe

Associate Director, Wealth Planner
  • 1
  • 2
  • Next »
LOCATIONS

Aberdeen, SD 
Akron, OH (HQ)
Berwyn, PA
Billings, MT
Bloomington, MN
Burlington, MA
Charleston, SC
Cleveland, OH
Columbus, OH
Cottonwood Heights, UT
Fargo, ND
Hastings, MN
Hilton Head Island, SC
Houston, TX
Irvine, CA
Las Vegas, NV
Lehi, UT

 

 

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

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

 

MENU LINKS
  • Home
  • Family Office
  • Wealth Planning
  • Asset Management
  • Sequoia Insights
  • About Us
  • Our Team
  • Careers
  • Contact
  • Partner With Us
  • First Responders
  • Special Needs Planning
  • Executives
© 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.

  • Disclosures
SUBSCRIBE TO SEQ INSIGHTs

Subscribe to Insight