Chelsea Kiehler, CFA
Managing Principal
I've always believed our greatest challenges shape our deepest passions. Growing up with limited resources and watching a parent lose everything in the stock market sparked my lifelong commitment to financial literacy and empowerment....
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Ava Stewart-Wein
Manager, Client Development
I come from a small town and a big, blue-collar family, and that background shaped my mission: to bring Wall Street to Main Street. I believe that financial wellness should be accessible and achievable for everyone — not just a...
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Andrea Butler
Chief Compliance Officer
While Compliance isn’t generally known as the “life of the party”, I am here to change that. With a sharp eye for detail and a deep understanding of the regulatory landscape, my job is to help ensure Sequent stays on the right side of...
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Julie Vacha
Senior Operations and Planning Associate
I am a seasoned financial operations professional, with more than 20 years of experience specializing in asset movement. With a comprehensive understanding of what it takes to run a successful and compliant practice, I enjoy being of...
Kelsey Schell
Associate Business Analyst
I bring a thoughtful, analytical approach to everything I do — whether digging into data to uncover insights or helping the younger generation make sense of their financial picture. With a background that blends data analysis and...
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Emily Langdon
Senior Operations and Planning Associate
I’ve always had a passion for helping others reach their full potential—whether that’s through guidance, training, or just being a supportive teammate. I genuinely enjoy meeting new people and learning about their lives, goals, and...
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Anthony Fenner
Manager, Field Operations
I really enjoy knowing that the work our company does provides financial clarity and comfort for our clients so they can spend their time living and not stressing about the future financial burdens of life. In my role, I focus on...
Drew Carpenter
Wealth Management Advisor
My father always said, “do the right thing, the right way, for the right reasons.” It’s a simple lesson, but one that has guided me personally and professionally. As a Wealth Management Advisor at Sequent Planning, I serve my clients...
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