847-519-1154 / Click To Message Lisa
Lisa has spent more than 23 years in insurance and financial services, focused on customizing financial plans and insurance programs to meet specific client needs.
847-519-1154 / Click To Message Mary
Mary joined Sequoia Financial Network in 2012, bringing over 18 years of experience in recruiting and transition management, with nearly a decade focused on advisor recruiting and retention. She believes the firm’s culture, which places a high value on building lasting relationships that lead to mutual success, is a key reason advisors seek out and join Sequoia Financial Network.