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.  


Remove Hurdles.



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.




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.




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.




Anthony Fenner
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.




Emily Langdon
Emily brings to Sequent a wealth of experience with clients and expertise with financial technology and programs. Her main goal is to help advisors with onboarding, ongoing training with technology that Sequent offers, and is a point of contact for advisors joining Sequent. She is also here to support advisors with daily business needs, and is dedicated to helping advisors build the best practice they possibly can for their clients.
Emily Langdon is not a registered investment advisor.






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.