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Mission Statement
It is our mission to make a material difference in our clients' lives by joining in partnership to proactively focus on the critical financial issues that present themselves on a regular basis. We do this by focusing on the following:

  • Build strong client relationships
  • Provide sound financial advice
  • Develop unbiased financial solutions
  • Most importantly - to keep clients current and informed

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(920) 739-5549       (800) 370-8753  

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Sequoia Wealth Management LLC, a Registered Investment Advisor. Sequoia Wealth Management and Regency Wealth Management are separate entities from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Indiana, Kansas, Minnesota, Missouri, Ohio, Tennessee, Texas, Virginia, Washington and Wisconsin.  No information provided on this site is intended to constitute an offer to sell or a solicitation of any offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.


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