Meet the team

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
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Resides in Chardon, Ohio with her husband and their daughter
Travel enthusiast
Enjoys hiking and being outdoors
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Erika Mutch,CFP®
Director, Wealth Advisor
Is the Federal Reserve really done?