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General Info
Sequoia Financial Advisors is a third-generation practice. Our founder, Patricia Roberts began her Lincoln National Life Insurance career in 1983. She had been a teacher in Baltimore for many years and she was a natural in finding ways to educate individuals and families on preparing for their future. She was a role model and our firm has benefited from her example. Pat passed away at age 68. Fortunately, Melanie Shanty, Pat's daughter had 8 years working with Pat as an advisor and continued her legacy of financial planning and education for clients.
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Asset Allocation and Portfolio Management College Funding Life Insurance Long Term Care Special Needs Funding
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Lutherville - Timonium
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Phone: (410) 321-0860

Address: 1300 York Rd Ste 335, Lutherville, MD 21093

Website: http://www.okunfinancialgroup.com

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