Jim Thompson
Over the course of more than 30 years in financial planning and investment management, I’ve developed insight into the unique needs of Family Wealth clients. I work with closely held business owners, Fortune 1000 executives, and affluent families to create customized financial planning and investment management solutions tailored to their unique wealth management objectives. My…
Ryan Tomer
In my role at Sequoia, I specialize in working with a variety of individuals, business owners and their family to help define and prioritize their financial goals. I provide value in all phases of the financial cycle by helping our clients understand how to grow and preserve their assets as well as distribute them in…
Bill Venter
With over 30 years of experience in financial services and a unique combination of professional certifications, my approach begins with understanding each client’s circumstances, values and priorities. Whether I am working with families planning for retirement, guiding business owners contemplating succession planning, or developing wealth management strategies for corporate executives, my focus is on creating…
