We Are SFG

Meet the team

We are here to help you build a truly wealthy life.
the team

We believe we are enthusiastic, intelligent, creative explorers.

Shareholder - Chief Executive Officer & Chief Investment Officer
Shareholder – Wealth Manager
Shareholder - Chief Operations Officer & Chief Compliance Officer
Shareholder – Wealth Manager
Associate Wealth Manager
Physical Capital Resource Manager

Neither a financial adviser’s compensation structure, or their professional credentials or designations, should be viewed as the sole determining factor in obtaining or retaining their services. Please see our disclosure page for further information on the professional designations discussed above.