Laurie Marshall
As a Vice President and financial advisor at Sequoia, I am committed to working with female executives and business owners – they have a ton of drive, passion and are extremely busy, and I am there to help them balance all the demands in their life. I stand alongside them in the trenches helping them…
Ashley Mays
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…
Kevin McPeek
I have been intricately involved in the financial planning process for many executives and entrepreneurs since 2008. Through my experiences with privately held companies, business owners and family groups, I have learned that every client situation is unique. For me, the most challenging aspects of the high net worth planning space, are also the most…
Erika Mutch
As a wealth advisor at Sequoia Financial Group, I enjoy helping each client define what financial success looks like to them and building a plan to help them achieve their unique goals. My passion for client connection and pursuit of building life-long relationships are showcased through my open communication, thoughtful conversation, and focus on holistic…
Tom Neroni
As a Senior Vice President and Advisor Group Lead, I work with our advisors to provide them the support and resources needed to deliver comprehensive financial planning and asset management services to our clients. With nearly two decades’ experience in the financial services industry, it has been an honor to get to know my clients…
Angela Neumann
Over the past 20 years, I have served as financial advisor to Fortune 500 Executives, Privately Held Business Owners, Family Offices, Large Public Foundations, and Private Family Foundations, and strive to bring the best of my experience to bear in every interaction. I count it an honor to have invested much of my time focused…
