Team Profile

As an associate director in Sequoia’s Family Wealth practice, I have the privilege of working with generations of high net worth clients. With more than 20 years of experience in the financial services industry, I continue to strive for the relentless pursuit of my full potential when servicing clients. My goal is to become a trusted resource to each client I work with, so they may be able to rely on me for guidance in their personal, financial and professional success. I am honored to have the chance to build lasting relationships that span multiple generations while making a positive difference in our client’s lives.

Professional Accreditations & Education

  • Ohio Life, Accident & Health insurance licensed
  • American InterContinental University, MBA with concentration in human resource management, summa cum laude

Up Close

  • Enjoys spending time with family and friends, traveling, playing drums, and teaching an array of fitness classes
  • Is a skilled drummer
  • Lives in New Franklin, OH with her husband
  • Joined Sequoia in 2019

Sequoia Financial

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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.

Lori Lyons, MBA | Sequoia Financial Group


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