by sequoiaadv1dev | Dec 19, 2024
Jose Salinas currently serves as an Operations Manager at Sequoia Advisory Services, where he provides dedicated support for 401(k) plans in managing day-to-day requests with efficiency and care. A 2013 graduate of the University of Central Florida with a Bachelor of...
by sequoiaadv1dev | Nov 25, 2024
As a licensed investment advisor and life insurance professional, I bring a comprehensive skill set to the table. With over a decade of dedicated service in the financial services industry, I bring a wealth of experience as a Corporate Retirement Benefits Specialist,...
by sequoiaadv1dev | Nov 25, 2024
Brad Weis is a seasoned financial advisor with over 16 years of experience in the industry. Brad has dedicated his career to helping individuals and families achieve their financial goals through thoughtful and personalized investment strategies. His extensive...
