Team

Get to Know Us

Partners

Here's what your team looks like:

YOU

 after all, it's about your dreams 

YOUR ADVISOR

 That's us, SFG, your go to guides 

Avantax

our business partner

provides exceptional, 

objective support

Providers

of products such as

mutual funds, ETFs and alternative investments

Expert Research

- Dr. Harry Markowitz

- Dr. Art Laffer

- Investment Management       Research Group

World-Class Platforms

- Investment Management Solutions

- Retirement Management Solutions

- Sustainable Income Solutions™       

- Insurance Solutions

- Advanced Case Designs

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Rosemary C. Fellmeth

Director, Wealth Management  Operations

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Tami Hindman

Office Operations Manager

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Neil G. Schmerling, CPA, PFS, CFP®

Owner

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Joseph M. Schmerling, CPA, CFP®

Tax/ Financial Adviser

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Darice Henry

Wealth Management Assistant