As Executive Vice President, Chief Growth Officer, Chris is responsible for leading Sequoia’s growth culture, which emphasizes trust, specialization, and enduring client relationships. He has direct responsibility for Sequoia’s partnerships, marketing, retirement plan services, and integrated wealth management offerings. By aligning these capabilities within a cohesive growth framework, Chris helps guide the firm’s expansion in ways that enhance the client experience and deliver long-term value for the individuals and families Sequoia serves across the wealth continuum.

With 25 years of experience in financial advisory and wealth planning, including senior executive leadership roles at Charles Schwab, Edelman Financial Engines, and RWA Wealth Partners, Chris is focused on advancing Sequoia’s commitment to comprehensive, client-centered service. A CERTIFIED FINANCIAL PLANNER®, Certified Wealth Strategist®, Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®), he brings a deep understanding of complex planning needs and a practical, collaborative approach that reinforces Sequoia’s role as a trusted partner. Chris earned a Bachelor of Business Administration in marketing from Texas Tech University.

Alongside his wife, Kim, and their three children, Chris resides in Sharon Township, Ohio, where he values the balance of family life, dabbling in music, and enjoying any form of Red Raider athletics.