Meet the Team

Anna M. Beam

Financial Planning and Trading
Client Service Advisor

"I believe in the importance of effective communication in order to deliver a message and build a trusting relationship between SFG and its clients."

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Dalton J. Stokes

Business Development Coordinator
Client Service Advisor
djstokes@sfgweb.com

“I work to ensure that all of our clients know that they are valued and important to us, and that they can trust in the fact that they will be treated as a person, and not as an account number."

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