SFG Wealth Management Information
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SFG Wealth Management
Summary
Established in 2004, SFG Wealth Management is a complete financial services firm that assists our clients in building personal wealth and creating financial independence. Working with business owners...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Complete Financial Services Firm
Founded
2004
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at SFG Wealth Management shows a diverse range of experience levels:
4% have been with the company for less than 1 year12% for 1–2 years8% for 3–4 years15% for 5–7 years12% for 8–10 years50% have over 11 years of service at SFG Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
SFG Wealth Management
Tami Barrett
Loan Officer
Samantha Stalter
Client Service Associate
Adam Ariosa
Financial Advisor
Alison Shrader
Accounting
Catherine Sciarrino
Administrative Manager/Executive Support
Timothy Carne
Financial Advisor
King Penna
Agency Builder
Jack Moroney
Advisor
Jelena Sekularac
Associate Financial Advisor
William Moroney
President
Bailey Sager
Administrative Assistant
Mike Poole RFC®
Financial Advisor
Joe Sclafani
Financial Consultant
Katherine Sims
Administrative Assistant
Samantha Nash
Financial Planning Support Specialist
Bill Swartz
Chief Executive Officer
Christina Horchar
COO & Partner
Michael Crabb
Certified Financial Planner™
Jeremy Troutman
Business Development Manager
Larry Leitch
Founder
Gabriella Pirisino
Client Services Representative
Timothy Carne
Wealth Manager
Shoshi Burd
Insurance Agent
Ryan Freese
Finance Intern
Makayla Burdette
Client Service Representative
Jennifer Yeh
Director of Marketing and Client Experience
Kenneth Pegher, CSCP
Chief Compliance Officer
