Meet the Team

“I am privileged to lead a passionate team and enlightened company in the financial planning profession – a career that allows me to help others and truly make a difference.

"While it is important to craft plans and strategies to enable clients to achieve their financial goals, it is equally as important to protect the assets they have accumulated."

"I care about making this world a better place for all. I believe that persistent actions, no matter how small, are catalysts for big results."

"It takes a unique person to be able to handle the pressures of the market and still be able to make sound decisions."

"I work in a profession that incorporates a high level of trust."

Tax Accountant – 35+ years experience
Controller – 10+ years experience

"Being an advisor is a noble profession. I enjoy giving our clients peace of mind by helping them attain their financial goals in a complex world.

“Our clients value the balance between professionalism and a personalized relationship they have when they work with team SFG.”

“Most people would rather not think about the negative ‘what ifs’ of their investments. Yet to manage risk effectively, you need to consider all scenarios.”

“The most rewarding moments consist of hearing a client say ‘thank you’ when you have helped them plan for their child’s college and their child graduates.

“There is no double talk and I try to be a man of my word. Clients should always be treated with respect. Being true to self and honest is a good foundation for client service.”