Founded 15 years ago, we are a fee-only financial planning team dedicated to senior executives only. Our clients are decision makers whose time is their most valuable asset. They are looking to delegate aspects of their financial and tax planning activities to accelerate and protect their wealth, while they manage their careers.
All of our clients have complex stock-based compensation issues that require a high degree of specialized expertise. That’s why we only accept executives from America’s FORTUNE 500 companies.
All of our clients have complex stock-based compensation issues that require a high degree of specialized expertise. That’s why we only accept executives from America’s FORTUNE 500 companies.
- Concentrates first on source of wealth SFG advocates a fee-only, holistic approach to financial planning that begins at wealth’s source: the stock-based compensation of senior executives.
- Integrates power of wealth multiplier effect with financial planning Few sources offer as rapid a chance to build wealth as does an executive’s stock-based compensation plan.
- Focus on FORTUNE 500 companies To provide the expertise required for its clients’ plans, SFG focuses on the stock-based, deferred compensation, pension, and 401(k) plans, as well as company insurance, of FORTUNE 500 companies.
- A highly engaged, personalized approach to implementing and monitoring each plan Through its Executive Planning Services, SFG implements and monitors all aspects of a client’s financial life on a fee-only basis, covering stock-based compensation, estate, retirement, education, tax, insurance, and investment planning.
Charles "Chuck" Steege, CFP®
President, Executive Financial Coach
Founder Charles “Chuck” Steege, CFP® is an Executive Financial Coach to corporate executives of public companies. He helps executives unlock the value from their varied and complex equity awards by combining his experience and training as a financial planner, accountant and equity plan professional. A graduate of Gordon College, Chuck has been providing advice since 1985, and has been a licensee with the Certified Financial Planner Board of Standards since 1990. Chuck is a Paladin Registry Five Star Rated Advisor, is a licensed practitioner and a member of the Financial Planning Association, including the Philadelphia Tri-state Area Chapter.
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President, Executive Financial Coach
Founder Charles “Chuck” Steege, CFP® is an Executive Financial Coach to corporate executives of public companies. He helps executives unlock the value from their varied and complex equity awards by combining his experience and training as a financial planner, accountant and equity plan professional. A graduate of Gordon College, Chuck has been providing advice since 1985, and has been a licensee with the Certified Financial Planner Board of Standards since 1990. Chuck is a Paladin Registry Five Star Rated Advisor, is a licensed practitioner and a member of the Financial Planning Association, including the Philadelphia Tri-state Area Chapter.
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Kelly J. Groff, CFP®
Vice President, Director of Finance
Kelly J. Groff, CFP® provides ongoing support to Executive Planning Services clients, and investment management support for the firm’s clients. He graduated with a Bachelor of Science in Mathematics from Bob Jones University in 1989. Kelly is a member of the Financial Planning Association. He holds his Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission.
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Vice President, Director of Finance
Kelly J. Groff, CFP® provides ongoing support to Executive Planning Services clients, and investment management support for the firm’s clients. He graduated with a Bachelor of Science in Mathematics from Bob Jones University in 1989. Kelly is a member of the Financial Planning Association. He holds his Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission.
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Adam M. Newman, CFP®
Investment Specialist
Adam M. Newman, CFP®, head of SFG’s Investment Committee, provides specialized ongoing investment management oversight, due diligence, and investment research along with financial planning support for the firm's clients. Adam graduated with a Bachelor of Science in Applied Economics, a CFP® Board-Registered Program, from Virginia Polytechnic Institute and State University in 2009. Adam is active in the Financial Planning Association. He holds his Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission.
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Investment Specialist
Adam M. Newman, CFP®, head of SFG’s Investment Committee, provides specialized ongoing investment management oversight, due diligence, and investment research along with financial planning support for the firm's clients. Adam graduated with a Bachelor of Science in Applied Economics, a CFP® Board-Registered Program, from Virginia Polytechnic Institute and State University in 2009. Adam is active in the Financial Planning Association. He holds his Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission.
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Alison W. Kerber
Associate Planner
Alison W. Kerber is responsible for the compilation of financial plans. She has been a member of the SFG team since April 2005. Alison holds a Bachelor's Degree of Social Work from Temple University, and is currently pursuing the CFP® designation. Alison holds her Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission.
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Associate Planner
Alison W. Kerber is responsible for the compilation of financial plans. She has been a member of the SFG team since April 2005. Alison holds a Bachelor's Degree of Social Work from Temple University, and is currently pursuing the CFP® designation. Alison holds her Series 65 and is an investment advisor representative of SFG Investment Advisors, Inc., registered with the Pennsylvania Securities Commission.
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Deena Hopkins
Client Service Associate
Deena Hopkins joined the SFG Team as Client Service Associate in the fall of 2012. Deena has over ten years experience in administrative positions, including Marketing at a local CPA firm. A graduate of Immaculata College, she holds a Bachelors of Music in Music Education. At SFG, Deena is primarily responsible for client scheduling, account servicing, and office management. She lives in Souderton, PA with her husband and their Chocolate Lab, Bailey.
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Client Service Associate
Deena Hopkins joined the SFG Team as Client Service Associate in the fall of 2012. Deena has over ten years experience in administrative positions, including Marketing at a local CPA firm. A graduate of Immaculata College, she holds a Bachelors of Music in Music Education. At SFG, Deena is primarily responsible for client scheduling, account servicing, and office management. She lives in Souderton, PA with her husband and their Chocolate Lab, Bailey.
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Michael F. Rogers, Esq., CPA
Estate Tax Attorney
Michael has been providing tax and estate planning guidance to executives and businesses entities for many years. Mike is a graduate of Temple University School of Law who holds Juris Doctor, and Master of Law (Taxation) degrees. He also holds a Master of Business Administration degree from Drexel University. He is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Mike is an independent unaffiliated with SFG, and is currently the head of the Trusts and Estates Department of the law firm of Salvo Landau Gruen & Rogers in Blue Bell, Pennsylvania.
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Estate Tax Attorney
Michael has been providing tax and estate planning guidance to executives and businesses entities for many years. Mike is a graduate of Temple University School of Law who holds Juris Doctor, and Master of Law (Taxation) degrees. He also holds a Master of Business Administration degree from Drexel University. He is also a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Mike is an independent unaffiliated with SFG, and is currently the head of the Trusts and Estates Department of the law firm of Salvo Landau Gruen & Rogers in Blue Bell, Pennsylvania.
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Peter J. Gilbert, Esq.
Estate Tax Attorney
Peter J. Gilbert, Esq. graduated with a Bachelor of Arts from Haverford College in 1966, and a Bachelor of Divinity degree from Yale Divinity School in 1970. He served 17 years in the pastoral ministry, and began the full-time practice of law in 1990, after having obtained his law degree from William and Mary in 1981. Peter is also a member of the National Network of Estate Planning Attorneys, the Montgomery County Association of Insurance and Financial Advisors, and the Bucks County, Montgomery County and Pennsylvania Bar Associations.
As an independent unaffiliated with SFG, Peter is founder of the law firm of HighPoint Law Offices, PC, in November 1999, whose principal office is in Chalfont, Pennsylvania. The firm concentrates on estate planning.
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Estate Tax Attorney
Peter J. Gilbert, Esq. graduated with a Bachelor of Arts from Haverford College in 1966, and a Bachelor of Divinity degree from Yale Divinity School in 1970. He served 17 years in the pastoral ministry, and began the full-time practice of law in 1990, after having obtained his law degree from William and Mary in 1981. Peter is also a member of the National Network of Estate Planning Attorneys, the Montgomery County Association of Insurance and Financial Advisors, and the Bucks County, Montgomery County and Pennsylvania Bar Associations.
As an independent unaffiliated with SFG, Peter is founder of the law firm of HighPoint Law Offices, PC, in November 1999, whose principal office is in Chalfont, Pennsylvania. The firm concentrates on estate planning.
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William H. Josuweit, CPA
Income Tax Advisor, Tax Planner and Preparer
William graduated from Temple University with a Bachelor of Arts in Business Administration in 1970. Licensed by both the American and Pennsylvania Institutes of Certified Public Accountants he has been providing complex tax planning and compliance services for high income and high net worth clients since passing the comprehensive CPA exam in 1986. Prior to 1986 he worked for several large corporations developing and implementing stock option and deferred compensation plans.
Bill is an independent associated with SFG and is a principal in his own firm, W.H.Josuweit & Associates, Inc.
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Income Tax Advisor, Tax Planner and Preparer
William graduated from Temple University with a Bachelor of Arts in Business Administration in 1970. Licensed by both the American and Pennsylvania Institutes of Certified Public Accountants he has been providing complex tax planning and compliance services for high income and high net worth clients since passing the comprehensive CPA exam in 1986. Prior to 1986 he worked for several large corporations developing and implementing stock option and deferred compensation plans.
Bill is an independent associated with SFG and is a principal in his own firm, W.H.Josuweit & Associates, Inc.
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