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