Team Profile

As a wealth advisor at Sequoia Financial Group, I enjoy helping each client define what financial success looks like to them and building a plan to help them achieve their unique goals. My passion for client connection and pursuit of building life-long relationships are showcased through my open communication, thoughtful conversation, and focus on holistic planning.

Professional Accreditations & Education

  • CERTIFIED FINANCIAL PLANNER (CFP®)
  • Series 7 (inactive) and Series 66 (inactive)
  • State University of New York at Fredonia, Bachelor of Science in Exercise Science

Up Close

  • Resides in Chardon, Ohio with her husband and their daughter
  • Travel enthusiast
  • Enjoys hiking and being outdoors

Sequoia Financial

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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.

Erika Mutch, CFP® | Sequoia Financial Group

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