“Most people/clients/donors have a misperception that they have limited resources… and don’t realize their potential to accomplish their charitable dreams without affecting their financial security.
"I believe we have a sacred responsibility to work with our clients on the most important issue they face in their lives, their financial future. It is the most important trust that they can place in us."
Associate Portfolio Manager
“Throughout my years at SFG, I have enjoyed the opportunity of meeting numerous clients at social events, and then have had the pleasure of speaking with them on the phone about their investments.