Sequoia Financial Group
Mithila De Silva
Management Accountant
Laurie Marshall
Vice President
Brittany Metzner
Associate Director Marketing Communications
Lori Lyons, MBA
Director, Client Service, Family Wealth
Dustin Jennings, MBA, Mbol
Associate Director, Digital Operations
Cameron Seibert
Operations Intern
Loren Shatten, Mshrm, Shrm Scp
Hr Business Partner
Heather Welsh, Cfp®, Aep®, Msfs
Senior Vice President, Wealth Planning Department Leader
Michael Hinson Cfp®
Director, Private Client Services
Kristen Kartisek, MBA, Clu®
Senior Director, Senior Recruiter
David Massare, Cfp®, Clu®
Director, Private Client Services
Albert Yambor, Cfp®, Cepa®
Senior Director, Family Wealth