About Us
Eight years in the making, we are now ready to expand Sequent Planning on a national level. Our mission is to provide a platform of innovation, education and acceleration to financial advisers (both existing and new) which creates value for their clients. Our service model focuses in on one thing- our advisers. We have strong beliefs that technology makes us better. We provide access to technology that others can't access, and more importantly, we are close to those who built much of the technology. Join the family.
Listen.
Remove Hurdles.
Educate.
Grow.
With over 20 years of experience in financial services, Mike brings a wealth of knowledge and passion to Sequent Planning. He is a balance sheet guy at heart, with focus on creating a scaleable, efficient eco-system which allows advisers to thrive. The opportunity to set-up Sequent Planning for explosive growth is perfectly aligned with his career aspirations.
Know.
Listen.
Discuss.
Comply.
Rick brings 16 years of experience in the financial services industry to Sequent. Rick's primary focus will be developing and implementing advisor centric procedures to help mitigate the inherit risks assumed as a RIA and an IAR while providing full disclosure and understanding of our services to our clients.
Establish.
Coordinate.
Move.
Manage.
With experience in banking operations including money movements, Anthony has a keen eye for the details. Anthony is constantly on the look-out for more efficient ways to complete tasks with the goal to increase growth and profitability of our advisors. On a day-to-day basis, Anthony's focus is to provide exceptional home office support which allows Advisors to efficiently and effectively run their practice.
Anthony is not a registered investment advisor.
Support.Challenge.
Grow.
Senior Market Sales (SMS) is a privately owned insurance marketing organization. SMS owns 100% of Sequent Planning. Many of Sequent Planning advisors are also insurance agents with Futurity First Insurance Group, which is also owned 100% by SMS. Senior Market Sales provides corporate services including marketing, legal, technology and accounting to Sequent Planning.