Meet the team
Mutch, Erika

Erika Mutch

CFP®

Director, Wealth Advisor

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About Erika

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.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.


Accreditation & 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

contact your financial planning specialist

Erika Mutch,

CFP®

Director, Wealth Advisor