Our team is more than a collection of employees; it's the essential element in our success.

With a deep bench of talent, we, and our clients, benefit from our team approach. Our team embraces the mission and values of Sequoia: Integrity, Passion, and Teamwork.

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Leadership Team

Tom Haught
President & CEO
Kevin Tichnell
Vice President, Chief Financial Officer
Annie McCauley
Executive Vice President, Chief Client Experience Officer
Al Kantra
Executive Vice President, Chief Operating Officer
Leon LaBrecque
Executive Vice President, Head of Planning Strategy
Chris Creahan
Senior Vice President, Advisor Group Lead
Trevor Chuna
Chief Technology Officer
Jennifer Koch
Senior Vice President, Organizational Development
Gerry Knotek
Executive Vice President, Chief Compliance Officer
Norm Cook
Executive Vice President, Corporate Development

Advisors

Our team of advisors is comprised of men and women who offer their individual experience and knowledge to serve our clients and one another with innovative solutions for the challenges of the modern financial landscape. Their passion is evident in everything they do, keeping our clients’ success their primary goal.

Ryan Baney
CFP®, ChFC®
Don Bentley
CFP,® RICP®, AIF®
Scott Berry
CFA®
Christine M. Boehnlein
CRPC®, AWMA®
Jill A. Branthoover
CFP®, AEP®
Paul J. Breen
CPA, PFS
Jason Budrick
CFP®, AWMA®, AIF®
Chris Creahan
Liz De Nitto
AEP®, EA, CFP®
Sara Gans
CFP®, ChFC®
Brian Grossman
Annie Hays
Valerie Jones
Laura Kiick (Springer)
CFP®, CRPC®
Andrew Kinder
CFP®
Don Laubacher
CFP®, CPA, AEP®
Linda Litner
Cheryl Lutman
CFP®
Ashley Male
CFP®, AAMS®
John Marchand
CFP®
Nathan Marcus
Laurie Marshall
CFP®, MBA
David Massare
CFP®, CLU®
Annie McCauley
CFP®
Kevin McPeek
CFP®
Tom Neroni
Angela Neumann
CFP®, CAP®, MSFS
Taylor Papiernik
CFP®
Jeff Parker
Kenneth J. Paull
CFP®
Bradley Peterson
CLU, LLIF, CLTC
Kristan Preston
CFP®
Matthew M. Pullar
Chris Redhead
CFP®, ChFC®, CFS®
Joshua A. R. Rennert
Greg J. Revak
CFP®
Gregory Robb
Tony Rome
CFP®
Christopher Rule
CFP®
Alex Rupert
CFP®
Larry Shetler
CFP®
Brian R. Stertzer
CFP®, CPA (inactive)
Tiffany Stover
MBA, CFP®
Mandy Taucher
Matthew Teetor
James K. Thompson
Ryan Tomer
CFP®,CTFA
Bill Venter
CFP®, CIMA®, AIFA®, CEPA®, CFS®
Noel Villajuan
JD, CFP®
Danielle Washington
James Weaver
CWS®
Nazley Wilson
CFP®
Jim Wyland
CHFC®
Al Yambor
CFP®, CEPA®
Alan Zinkin
CFP®, CEPA

Client Service Associates

Sequoia’s CSAs work hand-in-hand with our advisors to provide quality personal service to our clients. These invaluable team members strive to meet each and every client request efficiently and accurately. They embody our values, caring deeply for our clients and building deep, lasting relationships.

Christina Antal
CFP®
Jennifer Budny
Rita Calderwood
Anisa Chick
Zach Chubbuck
Erin Craig
Erica Crosby
Li Jean Donovan
Kyra Huang
NIPA
Julie M. Innes
Donna Jackson
Kathleen M. Juratovac
FPQP™
Debra Kocourek
Lori Lyons
MBA
Amber MacBeth
FPQP™
Dawn Patton
FPQP™
Paige M. Santimarino
Carin Schaffer
Katie Senn
Tiffany Thomas
Jan Paul Vecerka
Tammy A. Winegardner
Kelly Young

Asset Management Team

The Sequoia Asset Management Team partners with our financial advisors and clients for portfolio construction, investment ideas, market education and commentary, market focused client events and trade execution.

Shane Bobbitt
Richelle Durkin
MSF
Dustin W. Jennings
MBA, MBOL
Thomas A. Moughan
MBA
Henry On
Chad Roope
CFA®
Brian R. Stertzer
CFP®, CPA (inactive)
Heather Walters
FPQP™
Margaret Xu
Jack Zhang
CFA®

Wealth Planning Team

The Wealth Planning Team is Sequoia's dedicated planning resource with specialized expertise in a variety of technical topics. They collaborate with advisors to understand your individual goals and circumstances and determine actionable solutions through the evolution of the financial planning process.

Michael M. Cymbal
CFP®, CPA
William Gandert
CFP®, RICP®
Mike Spangler
AWMA®
Heather Welsh
CFP®, AEP®, MSFS

Sequoia Financial

Talk to an Advisor

We would love to chat with you about how Sequoia can help you achieve your financial goals.

LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 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.

Our Team | Sequoia Financial Group

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