Gerry Knotek
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…
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…
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…
Ashley Male
As a Senior Vice President, Wealth Advisor at Sequoia, I work with a wide variety of individuals, families, trustees, business owners and retirees to help them achieve their wealth management goals. Creating lasting relationships and earning the trust of my clients is extremely important to me as a financial advisor. With more than 18 years…
John Marchand
As a Senior Vice President, Advisor Group Lead, I work with a group of advisors and our clients to deliver creative, yet sensible wealth planning and investment solutions. I work with my team to focus on educating the client on their total financial picture and understanding the importance of proactive communication in ensuring a clear…
Nathan Marcus
As an Associate, Financial Advisor, I work closely with a team of Managing Advisors; assisting with project management to provide leverage to their current and prospective client relationships. Clients can expect timely and efficient responses to their requests, open and consistent communication, and a genuine care for unique goals and objectives. My objective is to…