Sequoia Financial Group
David Choi
Jennifer Koch
SVP, Organizational Development
Will Gandert
Manager, Wealth Planning
Ashley Crotwell
Senior Director, Wealth Advisor
Austin Stull
Marketing Research Analyst
Tracy Nida, MBA
Associate Director, Compliance
Amber Coletta
Associate Director, Technology
James (JD) Clemens
Senior Associate, Sales Analyst
Jared Gruszczynski, Cfp®
Senior Director, Wealth Advisor
Cfpâ Gerry Knotek
Executive Vice President
Tony Rome, Cfp®
Vice President, Wealth Advisor
Gabrielle Marquard
Administrative Assistant