Sandee M. Dudash
Compliance Supervisor
Senior Client Service Advisor
219-736-8902 ext. 223
Senior Client Service Advisor
"Our industry provides a valuable service. It is an important responsibility to advise, help and manage a client’s financial resources. We constantly...
Samantha L. Sarver
Client Services Supervisor
219-736-8902 ext. 211
"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." As a Client Service...
Sheri A. Cotton
Client Experience Coordinator
219-736-8902 ext. 205
"We provide great customer service where the client feels secure and is comfortable knowing that we are here to handle their requests." As a Client...
Jennifer S. Ryan
Associate Financial Advisor
219-736-8902 ext. 209
“I put a great deal of care and a growing knowledge into providing excellent service to our clients.” Jennifer’s current role is within SFG’s...
Thomas Pechin
Investment Advisor
Senior Trader
219-736-8902 ext. 403
Senior Trader
“I am grateful to work in a profession where I am able to help others while doing what I enjoy." As a Client Service Advisor, Thomas serves two...
Ashlynne M. Husmann
Financial Planner
219-736-8902 ext. 219
“I am grateful to work in a profession where I am able to help others while doing what I enjoy." As a Client Service Advisor, Ashlynne supports...
Madeline M. Brown
Associate Financial Planner
219.736.8902 ext. 204
"I enjoy this profession because no matter where someone is in life, financial planning can help them prepare for challenges life might bring." Maddie...
Blake A. Macke
Client Service Advisor
219-736-8902 Ext. 230
“I’m privileged to work for a firm that puts the needs of its clients above all else.” Blake currently serves as a member of the StrategIQ operations...
Abigail O’Connor
Client Service Associate
219-736-8902 Ext. 233
“Every day, I work to build relationships with our clients while ensuring that they reach their financial goals.” Abby’s current role is within...
Kashish K. Meghani
Financial Analyst/Trader
219.736.8902 ext. 235
"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...
David H. Keller
Financial Analyst/Trader
219.736.8902 Ext. 234
"I love researching the markets and looking for investment opportunities that will help our clients achieve their financial goals." As a Trader &...