Meet the Team

Our team is more than a collection of employees; it's the essential element in our success.

one-on-one Session

Talk to an advisor

GET STARTED
Our Story

Our team embraces the mission and values of Sequoia: Integrity, Passion, and Teamwork.

Executive Leadership

Tom Haught

CFP®, ChFC

President & CEO

Listed Alphabetically

Trevor Chuna

CFP®, AEP, CTFA, MSFS

Senior Vice President, Chief Technology Officer

Norm Cook

Executive Vice President, Head of Corporate Development

Joe Glick

Executive Vice President, Chief Operating Officer & Chief Financial Officer
View More

Asset Management

Leaders and Portfolio Managers

Listed Alphabetically

Ed Antoian

CFA®, CPA, MBA

Principal, Senior Strategic Advisor

Joe Bodnar

Director, Portfolio Manager

David Choi

CFA

Vice President, Portfolio Manager
View More

Wealth Planning

Leaders and Strategists

Listed Alphabetically

Scott Clark

CFP®, CEPA®, CRPC®, CRPS®

Vice President, Wealth Strategist

Ignacio D’Windt

LLB, JD, LLM

Director, Wealth Planner

Michael Daniels

CFP®, AWMA, CEPA

Associate Director, Wealth Planner
View More

Advisors

Ryan Baney

CFP®, ChFC®

Vice President, Wealth Advisor

Andrew Barrett

Senior Vice President, Wealth Advisor

Edwin Barton

Vice President, Wealth Advisor
View More

Strategic Consultants

Jeffrey Carlson

CFP®

Principal, Senior Strategic Advisor

Gregory Carlson

CFP®

Principal, Senior Strategic Advisor

Joe Heider

JD, ChFC® , CLU®, AIF®

Consultant
View More