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Peer Persepectives

After joining LPL in April of 2010, I began working with Bob in September of 2010. The experience Bob has along with the other successful advisors he’s helped, I felt this was going to be a great fit for me and my business. Bob has been a great mentor for me, and having access to the other successful advisors provides a great model for the growth of my practice.

Joe Velez 
   
I joined Sequoia for not only for high compensation, but to have a long term advocacy relationship. I've stayed with Bob because there is no one better at being my advocate for what I desire to create in my work life. I wanted to be a part of a business that operates at a high level of success, but also operates like a family owned business.

Julie Casserly
   
I’m with Sequoia because they provide me with an independent advisory model that provides my clients with the best financial products in the market place. I stay with Sequoia because of the relationships that have been developed over the years both professional and personal. As a group, we provide each other with new ideas, concepts, and products to better serve our clients to help them accomplish their goals.

Lou Knox
   
  I joined Sequoia to experience independence regarding my ability to truly do what's best for my clients without the overshadowing of a captive company. I have stayed with Bob and his team because they have a personal touch and operate the same way that I do. Bob’s gift is establishing person relationships and that is what this business is all about. I have always felt that if Bob says something, I don’t need to get it in writing. Gives me peace of mind to know that I am working with those kind of people.

Tom O'Dekirk