Cody Koletic
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…
Dave Kurtz
I’m a Wealth Advisor at Sequoia Financial Group and a seasoned vet in the financial services industry. I offer a strong technical background in taxation and personal finance as well as vast experience in all phases of client service delivery. Through sound ethical advice and thoughtful planning, I’m able to work with clients to establish…