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Sequoia Financial Group

Sequoia Financial Group

sequoia-financial.com
  • About
  • Employees
Scott Berry, Cfa
Scott Berry, Cfa
Vice President
Scott Fullenkamp
Scott Fullenkamp
Director, M&A Analyst
Tiffany Stover, Cfp®
Tiffany Stover, Cfp®
Director, Wealth Advisor
Tina Malek
Tina Malek
Vice President, Wealth Strategist
Tom Haught
Tom Haught
President
Tom Moughan, MBA
Tom Moughan, MBA
Director Asset Management
Tony Rome, Cfp®
Tony Rome, Cfp®
Vice President, Wealth Advisor
Tracy Nida, MBA
Tracy Nida, MBA
Associate Director, Compliance
Trevor R Chuna, Cfp®, Aep®, Ctfa, Msfs
Trevor R Chuna, Cfp®, Aep®, Ctfa, Msfs
Chief Technology Officer
Valerie Jones
Valerie Jones
Associate Director | Insurance Department
Will Gandert
Will Gandert
Manager, Wealth Planning
Zach Chubbuck
Zach Chubbuck
Senior Associate, Client Service
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1-1 Help

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.