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!