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Team

About Us 

About Us 

Our business is built on a foundation of thoughtful client relationships. 

A financial advisor can be the single greatest asset to you, your family, and your business. The financial advisor you choose to partner with today, will be by your side for decades into the future. They will be the voice of reason in times of uncertainty. The person you call on when you need advice. The trusted voice on the other end of the phone, when you aren’t sure where to turn. They can mean the difference between reaching your goals, and falling short.

You and your family deserve the best in a financial advisor. Someone who truly cares about helping you reach your goals, and gaining confidence in your financial life.

To us, nothing means more than the impact we have on the lives of every individual and family we serve. What makes us different is the exact thing that makes us who we are. And we wouldn’t have it any other way.

Charlie Harrison, CFP®

President

916-783-9100

916-783-9105

charlie@seqadvisory.com

Charlie Harrison, CFP® is the President of Sequoia Advisory Group, where he is responsible for helping businesses, families, and individuals in all areas of wealth management. Prior to joining Sequoia Advisory Group...

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Renee Schummer

Office Manager/Assistant

9167839100

9167839105

renee@seqadvisory.com

Renee Schummer is our Office Manager and assistant, proudly at the helm of the many processes and projects vital to Sequoia Advisory Group and most importantly, you as clients. From her years of experience in higher education and...
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Christie Harrison

Business Development Director

916-783-9100

916-783-9105

christie@seqadvisory.com

Christie joined Sequoia Advisory Group as the Business Development Director in 2021. Her focus in the community is to engage with successful families, entrepreneurs and business owners to help foster Sequoia brand awareness. Christie...
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