Laurie Marshall
As a Vice President and financial advisor at Sequoia, I am committed to working with female executives and business owners – they have a ton of drive, passion and are extremely busy, and I am there to help them balance all the demands in their life. I stand alongside them in the trenches helping them…
Ashley Mays
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…
Annie McCauley
I joined Sequoia in 2002 and draw upon my years of experience working with ultra-high net worth individuals, business owners, family offices and trustees to deliver customized planning solutions. I employ an unwavering commitment to client service and technical excellence, while advocating on behalf of the firms clients. As Executive Vice President and Chief Client…
Erika Mutch
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…
