SFG INTERNAL TEAM

Markus Sleuwen, JD

  • Business Lawyer | 20+ Years Experience
  • Business Owner | 10+ Years Experience

Executive Vice President | General Counsel

Markus serves in two roles at SFG. In his role as Executive Vice-President, Markus actively participates in the strategic development of our company. As General Counsel, Markus serves as chief legal officer of the company.

Contact
information

The Mercantile Exchange Building
30 S. Wacker Drive
Suite 2200
Chicago, IL 60606
312-854-0897 ext 220
msleuwen@sfgweb.com

Chad E. Hassinger, CFP®

  • Financial Advisor | 25+ Years Experience
  • Business Owner | 20+ Years Experience
  • Real Estate Business Owner | 20+ Years Experience

Chief Executive Officer

As SFG’s leader, Chad actively participates in virtually every area of the firm’s business. In addition to his managerial role, Chad relies on his substantial experience as investment advisor and as current or former owner of various real estate, retail manufacturing, wholesale manufacturing and service businesses to provide practical and effective assistance to our clients. Chad has earned the Certified Financial Planner designation and has been the recipient of multiple investment advisory awards.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 217
cehassinger@sfgweb.com

Stephen J. Barrett, CFP®, AWMA®, AIF®

  • Financial Advisor | 20+ Years Experience
  • Business Owner | 10+ Years Experience
  • Real Estate Business Owner | 10+ Years Experience

Vice President of Wealth Management

Steve is an experienced investment advisor, focusing his practice on business leaders. He has earned 3 prestigious designations: Certified Financial Planner, Accredited Wealth Management Advisor and Accredited Investment Fiduciary®. He is a four time recipient of the Indianapolis Area Five Star Wealth Manager Award.

Steve’s designation as Accredited Investment Fiduciary® means that he has undergone a rigorous education program and that he is subject to annual continuing education requirements. His knowledge of fiduciary issues, together with his extensive experience working with Qualified Retirement Plans, make Steve a particularly effective advisor to Qualified Retirement Plans, as well as their trustees, plan sponsors and participants.

Contact
information

100 Executive Drive Suite A
Lafayette, IN 47905
765-446-2297 ext 404
sjbarrett@sfgweb.com

Doug J. Hoover, CFP®, CDFA®

  • Financial Advisor | 20+ Years Experience

Vice President of Wealth Management

Doug is an experienced high net worth investment advisor, with a focus on business owners and corporate executives. He has earned two prestigious designations: Certified Financial Planner and Certified Divorce Financial Analyst.

Contact
information

101 E. 90th Drive
Merrillville, IN 46410
219-736-8902 ext 229
djhoover@sfgweb.com

Susan R. Kuczera, CPA, CFP®, ChFC

  • Financial Services | 35+ Years Experience

Executive VP of Operations, Chief Compliance Officer

In her role as Chief Operating Officer, Susan actively leads the day to day internal operations of our SFG. As Chief Compliance Officer, Susan has overall responsibility for the compliance program of our firm.

Contact
information

7630 S. County Line Road
Suite 3A
Burr Ridge, IL 60527
630-455-4700 ext 303
srkuczera@sfgweb.com

Jeremy D. Schares, CFP®, CRPC®

  • Investment Advisor | 10+ Years Experience

Associate VP of Wealth Management

Jeremy provides comprehensive financial planning and investment management services to individuals and their families. He regularly advises physicians, consultants, attorneys and accountants, and also works with small business owners. He has earned two prestigious designations: Certified Financial Planner and Chartered Retirement Planning Counselor.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 227
jdschares@sfgweb.com

Deborah M. Sarkey, CPA, MST

  • Tax Accountant | 30+ Years Experience
  • Controller | 10+ Years Experience

Chief Financial Officer; Vice President of Accounting and Tax

Debby serves in two roles at SFG. In her Chief Financial Officer internal role, she directs the fiscal function of the company. As Vice President of Accounting and Tax, she is directly involved in the provision of accounting and tax services to some of our clients and directs our firm’s team of accounting and tax professionals.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 222
dmsarkey@sfgweb.com

Bradley J. Rathe

  • Investment Management | 25+ Years Experience
  • Real Estate Business Owner | 25+ Years Experience
  • Business Owner | 10+ Years Experience

Chief Investment Officer

In his role as CIO, Brad leads SFG’s Investment Committee on risk management and asset allocation discussions and is also responsible for the implementation of the tactical and strategic trading decisions.   He has been involved in the financial markets for over 25 years.  He started his career on the trading floors in Chicago and then moved on to leadership roles within several very successful hedge funds.

Contact
information

The Mercantile Exchange Building
30 S. Wacker Drive
Suite 2200
Chicago, IL 60606
312-854-0897 ext 244
bjrathe@sfgweb.com

Richard L. Hatcher

  • Investment Services | 35+ Years Experience

Associate Vice President of Wealth Management

Rick is an experienced high net worth investment advisor, with a focus on business owners, corporate executives and professionals. As a result of his relationships with numerous affluent individuals and families over his illustrious career of more than 35 years, Rick has developed exceptional breadth, leveraging it as necessary to provide targeted advice to our clients.

Contact
information

1333 Burr Ridge Parkway
Suite 200
Burr Ridge, IL 60527
630-455-4700 ext 232
rlhatcher@sfgweb.com

Michael A. Jankowske, CFP®

  • Charitable and Planned Giving Services | 25+ Years Experience
  • Financial Services | 35+ Years Experience
  • Business Owner | 15+ Years Experience
  • Real Estate Business Owner | 15+ Years Experience

Vice President of Wealth Management

Mike is an experienced financial advisor, with particular depth in the areas of income and estate tax planning. For over 35 years, he has been on the forefront of developing trust and charitable strategies and solutions for select families, businesses and not for profits, identifying viable opportunities and actively participating in the development of planned giving programs.

Not for Profit. Donor Advised Fund. Planned Giving. Foundation Relations. Gifts. Bequests. Charitable Remainder Trusts. Charitable Lead Trusts. Charitable Endowment Program. Matching Gift Programs. Stewardship. For individuals and institutions. Timing of gifts.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 213
majankowske@sfgweb.com

Robert A. Mecca

  • Investment Advisor | 25+ Years Experience
  • Financial Advisor | 25+ Years Experience
  • Business Owner| 25+ Years Experience

Vice President of Wealth Managment

Five Star Wealth Manager Award for 2012, 2013, 2014, and 2015.

Contact
information

888-363-7147 ext 212
ramecca@sfgweb.com

Steven M. Gronceski, CFP®

  • Investment Adviser | 20+ Years Experience
  • Financial Advisor | 20+ Years Experience
  • Business Owner | 10+ Years Experience

Vice President of Wealth Management

Steve is an experienced high net worth investment advisor, with a focus on business owners, corporate executives and professionals. As a TIAA-CREF authorized advisor, he works closely with our clients in the medical and academic professions. He has earned two prestigious designations: Certified Financial Planner and Chartered Life Underwriter.

Contact
information

1101 Boyd Blvd
LaPorte, IN 46350
219-362-8442 ext 208
smgronceski@sfgweb.com

Nicole M. Clarke

  • Compliance & Operations | 5+ Years Experience

Financial Advisor

As a Financial Advisor at Strategic Financial Group, Nicole provides comprehensive financial planning and investment management to individuals. She is active in researching, evaluating, and recommending financial plans to meet the need of individual clients. She is instrumental in helping clients update portions of their plan that are critical to financial success.

Contact
information

1101 Boyd Blvd
LaPorte, IN 46350
219-362-8442 ext 214
nmclarke@sfgweb.com

Chris Ylo

  • Investment Services | 25+ Years Experience
  • Retirement Plan Services | 10+ Years Experience

Senior Financial Advisor

As Senior Financial Advisor at Strategic Financial Group, Chris provides comprehensive financial planning and investment management to individuals. He is active in researching, evaluating, and recommending financial plans to meet the need of individual clients. He also is actively engaged in providing assistance to retirement plan participants.

Contact
information

1333 Burr Ridge Parkway
Suite 200
Burr Ridge, IL 60527
630-455-4700 ext 230
cylo@sfgweb.com

Sandee M. Dudash

  • Investment/Retirement Plan Services | 25+ Years Experience

Client Service Advisor

As a Client Service Advisor with over twenty-five years of experience in the financial planning industry, Sandee assists clients with advanced investment, insurance and other client service issues. She aids in the preparation of financial plans and is responsible for preparing materials for client review appointments, executing trades, reallocating client portfolios and processing account information.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 223
smdudash@sfgweb.com

Alyssa M. Wheeling

  • Marketing Director | 5+ Years Experience

Advisor Services Coordinator

Alyssa serves as internal and external services coordinator for SFG. She closely works with our firm’s advisors to ensure prompt and seamless client service. Alyssa has substantial client contact, as she is active in the scheduling of meetings and the planning, development and implementation of client events.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 216
amwheeling@sfgweb.com

James L. Hart

  • Corporate Development | 5+ Years Experience

Development and Marketing Coordinator

James is an Investment Advisor Representative of SFG. Currently, his primary external functions are the coordination of the firm’s development and marketing activities. Internally, James also provides active support to SFG’s Chief Investment Officer with portfolio analysis, investment research, cash management and trade execution.

Contact
information

101 East 90th Drive
Merrillville, Indiana 46410
219-736-8902 ext 238
jlhart@sfgweb.com

Sheri A. Clemens

Client Service Administrator

Contact
information

219-736-8902 ext 205
saclemens@sfgweb.com

Samantha L. Sarver

Client Service Administrator

Contact
information

219-736-8902 ext 211
slsarver@sfgweb.com

Barbara Klema

Client Service Administrator

Contact
information

888-363-7147 ext 219
bjklema@sfgweb.com

Carolyn A. Willett

Client Service Administrator

Contact
information

219-736-8902 ext 235
cawillett@sfgweb.com

Joshua G. Lawrence

IT Manager

Contact
information

219-736-8902 ext 207
jglawrence@sfgweb.com

Colleen M. Henes, JD

  • Attorney | 10+ Years Experience
  • Financial Advisor | 3+ Years Experience

Financial Advisor - Advanced Planning

Colleen M. Henes serves as a financial advisor in our advanced planning division.

Contact
information

1333 Burr Ridge Parkway
Suite 200
Burr Ridge, IL 60527

630-455-4700 ext 224
cmhenes@sfgweb.com

Rena L. Noe, CFP®

  • Senior Financial Advisor | 15+ Years Experience
  • Retail Management | 10+ Years Experience

Senior Financial Advisor

As Senior Financial Advisor at Strategic Financial Group, Rena provides comprehensive financial planning and investment management to individuals. She is active in researching, evaluating, and recommending financial plans to meet the need of individual clients. She is instrumental in helping clients update portions of their plan that are critical to financial success.

Contact
information

100 Executive Drive Suite A
Lafayette, IN 47905
765-446-2297 ext 401
rlnoe@sfgweb.com