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…
Linda Litner
Linda brings the power of more than 20 years’ experience in the Private Wealth Management industry to Sequoia’s team. She leverages skills honed by a wide range of experience in both the operational and managerial aspects of the RIA space. Deeply connected to Sequoia’s mission, vision and values, Linda serves as resident strategist to the…
