Team Profile

I’m a Wealth Advisor at Sequoia Financial Group and a seasoned vet in the financial services industry. I offer a strong technical background in taxation and personal finance as well as vast experience in all phases of client service delivery. Through sound ethical advice and thoughtful planning, I’m able to work with clients to establish and maintain a roadmap for achieving their lifelong financial goals.

Professional Accreditations & Education

  • Licensed as a Certified Public Accountant
  • Baldwin Wallace University, Bachelor’s in Accounting

Up Close

  • Resides in Richfield, Ohio with his wife Wendy and their English Bull Terrier, Willie
  • Has two grown children, Corey and Darby.
  • Dedicated golfer
  • Enjoys traveling and exploring new places

Sequoia Financial

Talk to an Advisor

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

  • 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.

Dave Kurtz, CPA | Sequoia Financial Group


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