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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
Julie M. Innes
Julie M. Innes
Manager, Client Service
Katrina Basinger
Katrina Basinger
Associate, Administration
Kelly Russell
Kelly Russell
Vice President
Kendra Coon
Kendra Coon
Associate Marketing Director
Kendra Coon
Kendra Coon
Marketing Manager
Kenneth Paull, Cfp(r)
Kenneth Paull, Cfp(r)
Vice President, Private Client Services
Kevin A. Mc Peek, Cfp®, Cepa®
Kevin A. Mc Peek, Cfp®, Cepa®
Vice President, Family Wealth
Kevin Tichnell
Kevin Tichnell
Executive Vice President, Chief Strategy And Acquisitions Officer
Kristen Kartisek, MBA, Clu®
Kristen Kartisek, MBA, Clu®
Senior Director, Senior Recruiter
Kyra Huang
Kyra Huang
Senior Client Service Associate
Larry Shetler, Cfp®
Larry Shetler, Cfp®
Manager, Private Client Services
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

Resources

  • Affiliate Program

Company

  • Blog
  • Pricing
  • About

Discover

  • Companies
  • People

Legal

  • Master subscription agreement
  • Terms of use
  • Privacy Policy

©2025 Chatsheet. All Rights Reserved.