Meet the Team
At our firm, we have the client—and only the client—in mind.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Sean Lyman
Partner
sean@sequoiafinancialplanning.com
Sean brings more than 6 years of experience in financial planning, insurance and wealth management to his clients as a financial planner. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter, CLU.
Patrick Lyman
Financial Planner
patrick@sequoiafinancialplanning.com
Patrick is a CFP® professional, holds the CLU® designation, and multiple securities registrations including the 7 and 66 held with LPL Financial. He has 3 years of experience

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.