Meet the team

Katie Senn
FPQP
Associate Director, Wealth Advisor
Contact Katie Now
About Katie
As a Financial Advisor at Sequoia, my practice is centered around my clients. Instead of a formula to follow, I am empowered to serve as a guide, supporting you as you move through your life in pursuit of what matters most to you. You are more than a number, you are more than income and cash flow, more than investments and assets, you are the central figure in your financial story, and you deserve a financial professional who is knowledgeable and experienced in helping real people write the next chapter in their story. I’m here to help you define, or refine, your goals and chart the path to get there with a personalized financial plan.
At Sequoia, our team of advisors represents diverse skills and experiences, we pride ourselves on offering our team-members the opportunity to invest their time and attention in pursuing specialization. Instead of shallow knowledge across a nearly limitless spectrum of possibilities, specialization allows us to dive deeper and serve our clients as individuals. Our commitment to the fiduciary standard means that we pursue what is best for you, not us. We think that makes for enduring relationships and deep trust. We wouldn’t have it any other way.
Accreditation & Education
The University of Akron, Bachelor of Business Administration
Financial Paraplanner Qualified Professional™, Series 65
Up Close
- Enjoys baking, outdoors and hanging out with dogs
- Has lived in three different states
- Lives in Wadsworth, OH
contact your financial planning specialist
Katie Senn,FPQP
Associate Director, Wealth Advisor
Stocks Continued Their Winning Streak