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200 Applebee Street, Suite 208 Barrington, IL 60010


At Sequoia Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased resources to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


As Managing Partner and founder of Sequoia Wealth Management, Bob brings more than 30 years of experience in financial planning, insurance and wealth management.

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As a Partner, Sean Lyman brings more than 6 years of experience in financial planning, insurance and wealth management to his role as financial planner to his clients.Sean is a CERTIFIED FINANCIAL PLANNER,CFP, and a Chartered Life...

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Karla Leonhardt joined Sequoia Wealth Management in 2017 as Operations Manager. She brings more than 17 years of financial services and insurance agency experience to the management of the firm’s operations and technology systems...

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