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.

"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 in our profession are to hear clients say 'thank you' when helping them achieve a major milestone that we had been planning and working towards for years."

"I am privileged to lead SFG in its growth on the West Coast.

“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.

"Our industry provides a valuable service.  It is an important responsibility to advise, help and manage a client’s financial resources.

"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."

“Supporting a team of advisors that work together to bring both short term and long term goals alive for our clients is one of many things that I enjoy about working for SFG.

“My goal is to combine my legal, tax, and financial skills by working with high net worth clients throughout their lifetimes and their beneficiaries’ lifetimes.

"It is important to choose an advisory firm that focuses on planning that can be there through all stages of life."

“I see each client as a person/family who trusts me to guide them to financial success. I have the privilege of working with clients to assist them to live the best life possible.

“Organize, formalize, implement and monitor - all crucial elements in achieving fiduciary excellence.”

"I think of how I would want my family and friends to be treated and I try to always give that same level of service."

“Attention has shifted to sorting out how technology can be leveraged to improve efficiencies and make our lives easier. In the financial industry, and for us, security must always trump convenience.”

"We provide great customer service where the client feels secure and is comfortable knowing that we are here to handle their requests."

“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."

“I put a great deal of care and a growing knowledge into providing excellent service to our clients.” 

“I am grateful to work in a profession where I am able to help others while doing what I enjoy."

Client Service Advisor

“I am grateful to work in a profession where I am able to help others while doing what I enjoy."

Client Service Advisor

"I enjoy this profession because no matter where someone is in life, financial planning can help them prepare for challenges life might bring."

“I’m privileged to work for a firm that puts the needs of its clients above all else.”

“I work hard so that clients feel confident that I will give my all to help them through any situation they might have.”

“I’m thankful to be in a career where I am able to help clients achieve their financial goals while also getting to know them on a personal level.”

“Every day, I work to build relationships with our clients while ensuring that they reach their financial goals.”

"I am proud of the tremendous focus and effort we put into conducting due diligence with respect to investments. I am a firm believer in the many benefits that stem from disciplined analysis and research."

"I love researching the markets and looking for investment opportunities that will help our clients achieve their financial goals."