Sequoia Financial Group
As President, CEO and Founder of Sequoia, Tom's goal from the very beginning has been to structure the firm in a way that allows a unique team-based approach to financial planning services and client relationships. Tom firmly believes that building a team of talented professionals helps to ensure that we provide the best comprehensive wealth management services to our clients.
Responsibilities are divided between directing the firm, including participating on its investment committee to establish the firm’s investment policies and strategies, and providing comprehensive financial planning for individuals and highly successful entrepreneurs.
Sequoia Financial Group
Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.