Our Team

Roger serves the Sequoia offices as the Owner and Managing Executive as well as working with clients as a Financial Advisor. You can find Roger in either the Columbus or Omaha office location. He received his Bachelor of Business Administration & Management degree from York College. Roger has been providing full-service investment, insurance, and business planning since 1992.  He is a member of multiple boards benefitting the region and is active in his church.

Married to his high school sweetheart, Cheryle, the two have been blessed with a wonderful family. Children include Philip (Brenda), Saleena, Madison (Patrick), Kamiryn (Cody), and Carissa. Roger would be sure to tell you...do not forget the grandchildren...Alistair, Zoe, and Beckett. When you would like to speak with Roger, feel free to email him directly or call the Omaha or Columbus offices. He is looking forward to your call.

* Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Dan brings a great deal of experience and knowledge to the Sequoia family. He began his career in the financial services industry in 1988 and has been affiliated with the Sequoia team since its inception. He received his Bachelor degree from Midland College, Fremont, NE in 1985.  Dan has been member of Cosmopolitan International since 1996.  Cosmopolitan International supports diabetes research, treatment and education.  He currently lives near Blair, NE with his wife, Heidi. They have two daughters. Allison is a graduate from the University of Nebraska at Kearney.  She earned her degree in business management and is currently living and working in Lincoln, Nebraska.  Abby graduated from the University of Nebraska in Lincoln with a degree in Hospitality, Restaurant and Tourism Management and received a Master’s of Science in International Hospitality from Business and Hotel Management School, Lucerne, Switzerland.  She currently lives and works in Denver, Colorado.  As well as working out of his own office in Blair, Dan also can be found meeting clients at the Sequoia  Omaha office.

* Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Larry works to help people plan for a future where they can accomplish the things that matter most to them.  Serving as a pastor for over thirty years prior to joining Sequoia Wealth Partners has helped him develop a process for discovering goals, creating a plan to meet those goals, reviewing the progress, and revise as needed.  Larry currently lives in York, Nebraska, the location of his main office.  He also sees clients in Omaha and Ralston. In addition to being an investment advisor representative, Larry also offers life and long-term care insurance. He is an avid soccer fan. Leslie, Larry’s wife, is a Marriage and Family Therapist. They have four children and eight grandchildren.

* Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Gay has served the Sequoia Wealth Partners family of clients since 2003. She has over 31 years of experience in the financial services industry and over 21 of those as a Registered Assistant. Her role includes both administrative and compliance duties. She enjoys helping clients and making sure their needs are met. Registrations held by Gay include passing both the Series 6 and 23 Exams, which allows her to provide a higher and more knowledgeable level of service. She and her husband, Gary, have 2 married daughters. Both serve as therapists in the central Nebraska area. Her extended family includes several grandchildren which are close by for her enjoyment!

* Securities and advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Nicole joined Sequoia Wealth Partners, LLC in 2016 as an Administrative Assistant to Roger at the Columbus location.  Her husband, Brad, is a Sergeant for the City of Columbus Police Department. They have two children, Chase, and Emma. Both kids are involved in several activities which keeps the family busy. In her spare time, Nicole enjoys spending time with her family, walking, and reading mystery novels.

Saleena joined Sequoia Wealth Partners as an Administrative Assistant to Roger in 2020 and is currently located at the Omaha office. She graduated with a Bachelor of Science in Psychology from York College in 2015.Saleena has been continuing her education and received her Life & Health Insurance License in January 2022. She enjoys working with clients who need guidance with Medicare or Affordable Care Act Health Insurance. She is a mother of two wonderful boys: Alistair and Beckett. Alistair is 2.5, and Beckett is 13 months old. In her spare time, Saleena enjoys spending time with her kids, traveling with family, and meeting new people.

Danielle joined Sequoia Wealth Partners in the Spring of 2017 as an Administrative Assistant to Larry working out of the York Office. She works with Larry on client services, technical support, marketing, and other secretarial duties. Danielle lives in York and is highly involved in the local community theatre.

Bill has over 45 years of experience as an agent in the property casualty insurance industry. He was the owner of Ralston Insurance Agency which is now part of the Steffensmeier Insurance Agency. He has achieved the Chartered Property Casualty Insurance underwriter designation. He also has a real estate brokers license.

Bill has nearly 20 years of experience working in financial services and has been associated with Sequoia Wealth Partners for 11 years. Bill earned a bachelor’s degree and a master’s degree from the University of Nebraska at Omaha.

He is active in the Ralston area by serving on numerous city and church boards and is a member of and has held various offices for local civic organizations. He has been married to Peggy since 1967. They have three grown daughters, two sons-in-law, five granddaughters, two grandsons, and one great granddaughter. His wealth of experience interacting with people, coupled with the Sequoia resources, enable him to assist you with your financial service needs and other insurance matters.