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.

 

 

Mike Chochon
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.
 


Listen.
Create.
Do.
Finalize.

 

 

Kali Crane
With experience in Financial Sales, Marketing and Recruiting, Kali is constantly on the look-out for creative ways to increase growth and profitability. Through a process driven approach, Kali's focus is to provide the necessary resources and support Adviser's need to maximize their value and reach their full potential.
Kali is not a registered investment advisor.


Know.
Listen.
Discuss.
Comply.

 

 

Richard Reed
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.
 


Create.
Manage.
Focus.
Strategy.

 

 

Jeff Riesberg
Jeff brings 13 years of creating and managing individual financial plans to Sequent Planning. In his role, Jeff will focus primarily on two groups: new and existing Sequent IARs and new and existing clients of Sequent not assigned to a field Advisor. He will be an in-house expert and resource on the financial software suite and SmartRisk portfolio offering for our field IARs . As an integral part of the Sequent growth strategy, Jeff will help grow the national footprint of Sequent, while providing customized financial plans to his client base.
 

 

 

 

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.