About Us

Investment Business

Brady GrimmBrady Grimm grew up in Toledo and attended St. Francis De Sales High School. He graduated from Michigan State University in 2000 with a degree in Human Resources. While attending MSU, he earned 4 varsity letters, worked as an intern with Northwestern Mutual, and later joined the company full time. This marked the start of his financial career, and he soon earned designation as a Chartered Life Underwriter. In 2008 he was given the great opportunity to join a larger market and he joined the Polus Group. In 2012, Brady founded Sequoia Capital Management. In 2017 he earned his Accredited Investment Fiduciary ® designation. He has his FINRA Series 6, 63, 65 and 7 security registrations.

Brady lives near Toledo, Ohio, with his wife Liz, and daughters Genevieve, and Caroline, and their dogs Beau (Golden Retriever) and Hugo (German Shorthair Pointer).

 

Jolee Mickesh joined Sequoia in 2016 as Director of Operations. She brings over 25 years of experience working in a business environment. Prior to joining Sequoia, she managed a number of business’ including a successful custom design and build jewelry business. Her creativity and experience are highly valuable toward maintaining and efficient management of our daily operations. This greatly enhances Sequoia’s ability to provide the highest level of service to our clients. Jolee has quickly become an essential member of our team and our clients truly enjoy her personal attention to the details. She hails from the great State of Wisconsin and holds degrees from both Bowling Green State University and the University of Wisconsin.

 

 

 

Insurance Planning

Adam Szuch grew up and currently resides in Perrysburg, Ohio. He attended St Johns Jesuit High School and the University of Michigan. He spends his free time playing sports and enjoying the many lakes and rivers of our Great Lakes region.

Disclosure: Holds Insurance Licenses in multiple states

 

 

 

Loyal Corporate Companion

Diamond is a yellow lab. She joined us in June of 2020 as the corporate dog. She has been a blessing during the Covid-19 pandemic, as she helped us social distance by retrieving & delivering company files, newspapers, and forms around the office.  Some other daily tasks Diamond assists with include picking up accidentally dropped items such as paperclips, keys, coins, bank cards, wallet, pens, papers, etc. She can usually be found under the desk anxiously awaiting her next duty to perform. Her daily tasks are always accompanied with a big smile and wagging tail.  In her free time, she loves to walk the bike trails, play ball and figure out dog puzzles toys.