Russell E. Wood, CFP®

Chief Investment Strategist
Russ joined SG Financial Advisors, LLC, in August of 2005. Prior to joining the firm, Russ spent nearly five years working for one of the largest fee-only financial planning and investment advisory firms in the Southeast. Prior to becoming a financial advisor, Russ served in the United States Navy as a nuclear-trained officer.

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Anna Keisler

Financial Planning Associate
Anna recently joined SG Financial as a Financial Planning Associate. She is currently pursuing her Certified Financial Planner™ Certification, and previously worked for an independent financial advisory firm in Asheville, NC.

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Barbara Gundermann

Administrative Associate
Barbara joined SG Financial in 2018 as our Administrative Assistant. She is a legal secretary with 30+ years of experience in both large and small firms focused on estate planning, trust administration, estate administration, and corporate work. As the newest member of our team, Barb is excited to meet and develop lasting relationships with our clients.