Our Team
The “why” of investing is far more important to me than the “how.” My goal is not merely to help our clients accumulate wealth, but to help them figure out their individual purpose in gaining wealth.
Daniel joined SFG in September, 2015 after gaining experience in the financial industry as a Trades Analyst with a retirement-based company. He comes to SFG Wealth Advisors with a strong academic background having earned his Bachelor’s in Finance from University of South Florida (2011) followed by completing his MBA at Florida State University (2014).
As the client service coordinator at SFG Wealth Advisors, Emily assists in handling clients’ needs. This includes processing investment paperwork, insurance inquiries, or any kind of account maintenance...
Heather is responsible for all administrative and marketing functions within the firm. She handles website development, client events, marketing, travel coordination, executive assistant duties, and daily operational needs. Heather,...
David comes to our firm after spending the last 27 years in the armed forces serving our country. We are grateful for his service and look forward to him bringing his experience and education to help grow our firm and serve our clients at the highest level.