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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  1. Companies
  2. Sequoia Financial Group
  3. Employees
  • About
  • Employees
Tom Haught
Tom Haught
President
Larry Shetler, Cfp®
Larry Shetler, Cfp®
Manager, Private Client Services
Christina Antal, Cfp ®
Christina Antal, Cfp ®
Vice President, Client Service
Kenneth Paull, Cfp(r)
Kenneth Paull, Cfp(r)
Vice President, Private Client Services
Amanda Taucher
Amanda Taucher
Manager, Private Client Services
Elizabeth Scheiderer, Cfp®
Elizabeth Scheiderer, Cfp®
Vice President, Wealth Advisor
Scott Berry, Cfa
Scott Berry, Cfa
Vice President
Nikki Savage
Nikki Savage
Senior Director, Wealth Advisor
Trevor R Chuna, Cfp®, Aep®, Ctfa, Msfs
Trevor R Chuna, Cfp®, Aep®, Ctfa, Msfs
Chief Technology Officer
Gabrielle Monticciolo
Gabrielle Monticciolo
Associate Director
Ryan Mahoney
Ryan Mahoney
Business Intelligence Manager
Laura Ma
Laura Ma
Network Engineer
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Features

  • AI Web Scraping
  • AI PDF Processing

Use Cases

  • AI E-commerce Automation
  • AI Resume Screening

Business

  • Enterprise Solutions
  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies
  • Changelog

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.