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Logan J

Series 65

Cottonwood Hts, UT

Sequoia Financial Group, L.L.C.

Logan Johnson is a Series 65-licensed financial advisor at Sequoia Financial Group, L.L.C. with one year of industry experience. Prior to joining Sequoia Financial Group in 2026, he worked at Wealth Enhancement Group, Charles Schwab & Co., and Fidelity Investments, among other roles. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management strategies, utilizing mutual funds, ETFs, individual securities, private and alternative investments, and third-party managers.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Brian W

CFP®, Series 63

Cottonwood Heights, UT

Sequoia Financial Group, L.L.C.

Brian Worley is a CFP® with 20 years of industry experience, currently serving as a wealth advisor at Sequoia Financial Group, L.L.C. He has been with The Martin Worley Group since 2014. Outside of his advisory role, Worley is involved with nonprofit organizations, including serving on the investment committee for the National Ability Center and participating in the Back to Our Roots Scholarship Committee, which awards scholarships to local high school seniors. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan consulting services to a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and family offices. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party managers, supported by a dedicated Investment Policy Committee and extensive research resources.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Shandon J

CFP®, Series 65

Cottonwood Heights, UT

Sequoia Financial Group, L.L.C.

Shandon Johnson is a CFP® professional with eight years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has previously worked with The Martin Worley Group, Cabela's, and Utah Valley University. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a mix of model and custom portfolio management strategies supported by an Investment Policy Committee and offers a variety of investment options including mutual funds, ETFs, private funds, and alternative investments.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Jack G

Series 66

Cottonwood Heights, UT

Sequoia Financial Group, L.L.C.

Jack Griffin Jr. is a Series 66-licensed financial advisor with 28 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and also operates Griffin Tax & Investment Services, LLC, where he provides tax preparation and consulting services. Griffin has worked with the Martin Worley Group for over a decade and has been involved in his own tax and investment business since 1998. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies, utilizing various investment vehicles and conducting ongoing research and due diligence.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Terra T

CFP®, Series 66

Cottonwood Heights, UT

Sequoia Financial Group, L.L.C.

Terra Thurgood is a CFP® and Series 66-registered advisor with 17 years of industry experience. She is currently affiliated with Sequoia Financial Group, L.L.C. and has worked with The Martin Worley Group since 2013. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm utilizes a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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Barry W

CFP®, Series 65

Cottonwood Heights, UT

Sequoia Financial Group, L.L.C.

Barry Watson is a CFP® and Series 65-registered advisor with 13 years of industry experience. He is currently a wealth advisor at Sequoia Financial Group, L.L.C. and has held roles at Martin Worley Group and Ridgehorn Consulting, LLC. Watson also provides consulting services to small businesses on accounting, internal controls, and financial analysis. Sequoia Financial Advisors, LLC offers wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm combines model and customized portfolios overseen by an Investment Policy Committee, utilizing a variety of investment vehicles and approaches supported by fundamental, technical, and cyclical analysis.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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