Client Services Team

Sandee M. Dudash

Compliance Supervisor
Senior Client Service Advisor

219-736-8902 ext. 223

"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

Supervisor, Client Services

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...

Dalton J. Stokes

Business Development Coordinator
Client Service Advisor

219-736-8902 ext. 206

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...

Jennifer S. Ryan

Client Service 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

Associate Trader
Client Service Advisor

219-736-8902 ext. 403

“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

Client Service Advisor

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

Client Service Advisor

219.736.8902 ext. 204

mmbrown@sfgweb.com

"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

bamacke@sfgweb.com

“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...

Elizabeth S. Huston

Client Service Associate

219-736-8902 Ext. 212

eshuston@sfgweb.com

“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.”...

Olivia N. Cook

Client Service Associate

219-736-8902 Ext. 231

oncook@sfgweb.com

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