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 University. 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 (Coby). Roger would be sure to tell you...do not forget the grandchildren...Alistair, Zoe, Beckett, Ayden, Nolan, Alaina, Crue, Henleigh, Harmony, and Elizabeth. 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 joined Sequoia Wealth Partners in 2008 with the goal of helping people plan for a future where they can accomplish the things that matter most to them. His time serving as a paster for over thirty years prior to joining Sequoia Wealth Partners, has helped him develop a process for discovering goals, creating a plan, reviewing the progress, and revise as needed. Larry currently lives in York, Nebraska where is his main office is located. He also sees clients in Omaha and Ralston. In addition to being an investment advisor representative, Larry offers life and long-term care insurance. He is an avid soccer fan and is married to Leslie, who is a Marriage and Family Therapist. They have four children and thirteen grandchildren.

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

Saleena joined Sequoia Wealth Partners as an administrative assistant in the fall of 2020. Shortly after, she recognized a gap in health insurance services and took the initiative to pursue her Life and Health Insurance license in early 2022. Over the next year, she continued to expand her expertise, earning the Series 7, 63, and 65 licenses. This commitment to education, paired with the opportunity to learn from Roger—an advisor with over 30 years experience—has positioned her to provide comprehensive retirement services to her clients. Saleena is currently servicing clients in both the Omaha and Iowa offices, with a strong focus of building last relationships and expanding her business.

Outside of her professional life, Saleena is a devoted mother and stepmother to several children. She and her fiancé, Rafael, recently welcomed a baby girl in February of 2025. In her spare time, she enjoys activities with the kids, like visiting the zoo, going to the pumpkin patch, and spending time at the pool. She also enjoys traveling with family and staying active in her church community.

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

Sarah recently changed careers from a community banker to a financial advisor, registered representative, and insurance agent. The unique career pathway has provided her with an insight into a broad range of financial situations and decision making. Prior to joining the Sequoia family, Sarah was a Senior Vice President and Bank Director at Washington County Bank in Blair. Sarah joined Washington County Bank in 2000 upon graduating from the University of Nebraska-Lincoln with a bachelor's degree in business administration. Sarah has also earned her master's degree in business administration from Bellevue University. A proud member of the University of Nebraska President's Advisor Council, Sarah is also committed to giving back to her local community. Her current board and leadership positions include Tekamah-Herman Public Schools Foundation Secretary, St Patrick's Finance Council President, and member of the YMCA Forever Fund.

Married to Rob Chatt, a fourth-generation farmer from Burt County, Sarah enjoys assisting with the family farm and staying engaged in the rural agricultural community. Sarah and Rob both grew up in Tekamah and continue to reside there with their son Dylan, a graduate of the University of Nebraska - Lincoln, and daughter Olivia, a sophomore at Creighton University.

Sarah has made it her goal to help others with obtaining their financial aspirations and doing her part to build a strong and vibrant community.

*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 35 years of experience in the financial services industry and over 22 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. Gay also performs administrative and compliance duties and has passed both the Series 6 and 23 Exams. Gay and her husband Gary, enjoy their family which includes Hailee (Kyle) and Morgan (Nik) and 4 wonderful grandsons. She enjoys cheering fo the Huskers, reading, biking, and is active with several church committees.

* 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, does Corporate Physical Security at Nebraska Public Power District. They have two children, Chase and Emma. Both children are involved in a number of activities, which keeps the family busy. In her spare time, Nicole enjoys spending time with her family, walking, and watching Husker volleyball.

Danielle joined Sequoia Wealth Partners family in the Spring of 2017 as an Administrative Assistant working with Larry out of the York Office. She works 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 and has nearly 20 years of experience working in financial services. Bill has been associated with Sequoia Wealth Partners for 12 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 has held various offices for several 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.