Gail Bellman
Insurance & Client Coordination Specialist (1999)
Often you can find me gardening or in the pool, but I’m happy anywhere I’m with loved ones. I plan to be at SFG long enough to have wheelchair races down the hallway with Jeff!
Serena Graulich
Securities & Client Services Specialist (1999)
I have 2 young daughters, but with the addition of our beloved goldendoodle it can feel like 3!
Jamie McCourt
Financial Planner, CFP (2016)
In addition to helping families plan for their future, I am also passionate about charitable causes; specifically I serve as Treasurer for CROSO which provides full college scholarships to former Ugandan street children.
Brett Nowatske
Financial ParaPlanner (2018)
Odds are high that you’ll find me fishing or golfing when I have free time!
Madalyn "Maddie" Peterson
Operations and Customer Service (2021)
(Jim's Team)
(Jim's Team)
Rae Krivohlavek
Operations and Customer Service (2021)
(Jim's Team)
(Jim's Team)