Sequoia Financial Group
Matthew Pullar
SVP Partner
Jim Thompson
Vice President, Family Wealth, Sequoia Financial Group
Ashley Costello, Cfp®, MBA
Director, Wealth Advisor At Sequoia Financial Group
Jason Budrick, Cfp®, Awma®, AI F®
Vice President, Private Client Services
Tom Moughan, MBA
Director Asset Management
Eric Rosenblatt, Cpa
Vice President, Controller
Kevin Tichnell
Executive Vice President, Chief Strategy And Acquisitions Officer
Jeffrey Tudor, Crps®
Vice President, Wealth Advisor
Deanna Fakadej
Senior Manager, Family Office Services
Amy White
Senior Manager, Client Service Manager
Annie Mc Cauley, Cfp
Executive Vice President Chief Client Experience Officer
Anne Whipple
Director Of Client Service