Meet Our Retirement Plan Team
We’re pleased to introduce you to the primary service team at Sequoia Retirement Plan Services. In addition to the colleagues you see here, we frequently leverage the depth and breadth of the Sequoia Financial Group team.
Meet Cami
Cami serves as Vice President, Head of Retirement Plan Services, leading the team serving 401(k) and other qualified plan clients. Much of her day involves working with plan sponsors, trustees, investment committee members, and plan administrators to build and optimize successful retirement plans. In addition, she thoroughly enjoys connecting with plan participants to provide them with the tools and resources to give them the best chance for a successful retirement.
Cami has a passion for working with business owners and plan fiduciaries to design and deliver high quality, effective 401(k) and other qualified plans. She believes the role of retirement plans is to create successful outcomes for employees and optimize business outcomes for employers. She has the depth of experience within the retirement planning industry which allows for a unique and creative approach to design plans that align with corporate goals and objectives.
Cami holds the Certified Plan Fiduciary Advisor (CPFA®) designation and the Accredited Investment Fiduciary® AIF® designation. She is a member of the American Society of CPAs and the Minnesota Society of CPAs. In 2015, Cami was named a National Association of Plan Advisors Top Women Advisor Captain due to her significant contributions to the retirement planning industry and her role as leader in her firm’s retirement plan division.
Outside of work, Cami enjoys spending time with her family at their cabin in northern Minnesota and spending as much time outdoors as possible doing a variety of activities. Her community involvement includes being active with the Autism Society of Minnesota and volunteering for United Way, Feed My Starving Children, and the Sheridan Story. Cami and her husband, Ken, live in Coon Rapids, Minnesota, and have three children.
Jeff Lester
Vice President, Retirement Plan Advisor
918.848.9061
Email
Meet Jeff
With nearly 20 years of financial advising experience, Jeff helps business owners design and manage retirement plans that support both business growth and employee well‑being. His work focuses on employer‑sponsored plans, such as 401(k)s and defined benefit pension plans, helping clients create tax‑efficient and cost‑effective strategies that align with the goals and culture of the business. He is passionate about helping business owners identify the right retirement plan strategy for their business to help improve the long-term financial outcomes for themselves and their employees.
Jeff cares deeply about his clients and strives to make the planning process collaborative and easy to understand. His approach is grounded in listening. He takes time to understand each client’s circumstances, asking thoughtful questions that help them arrive at a step-by-step approach where they can measure their progress and make informed adjustments over time. The result is advice and consulting that are both personal and practical.
Outside of work, Jeff is a devoted fan of University of Oklahoma football and softball. He’s an avid model railroader, with a 40-foot-long N-scale railroad running through his home. He’s also a lifelong amateur storm spotter and enjoys spending time with his three Chihuahuas, each named after a legendary OU football player.
Meet Hallie
As Retirement Plan Specialist, Hallie serves as a key resource and point of contact for Sequoia’s
Retirement Plan Services plan sponsors and participants. She extends support through the
preparation and coordination of presentations, the delivery of educational resources, and the
management of administrative functions, helping ensure a smooth and responsive experience
for plan sponsors and participants.
Hallie brings a background rooted in exceptional service, teamwork, and creating an organized,
positive environment. She earned her Financial Paraplanner Qualified ProfessionalSM (FPQP®)
designation from the College for Financial Planning® to further deepen her knowledge of the
financial services field. Known for her strong organizational skills and attention to detail, she
anticipates needs, prioritizes daily requests, and helps maintain clear, consistent communication
throughout the process.
Originally from Trimont, Minnesota, Hallie now lives in Dundas, Minnesota. Outside of work,
she enjoys spending weekends with her family and being outside paddleboarding, hiking, and
working in her garden.
Meet Sue
Sue is the team’s Retirement Plan Specialist. She is a primary resource and contact for all clients. In addition, she provides support through the preparation and organization of presentations, delivering educational presentations, providing resources to plan participants, and managing all administrative functions. As a Certified Financial Education Instructor, and a designated Behavioral Financial Advisor, Sue enjoys meeting with plan participants to answer questions and help them better prepare for a successful retirement.
Sue graduated from Hamline University with a Bachelor of Arts degree in business administration and a minor in psychology. During her time at Hamline, Sue spent a semester studying at the University of Oslo in the Scandinavian Urban Studies program. When not working, Sue enjoys traveling, both in the U.S. and outside of the country. She also loves spending time with family, especially at their family farm in Bruno, Minnesota. Sue and her husband, Louie, reside in Buffalo, Minnesota.
