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, CFP®

Financial Planning Associate
Anna recently joined SG Financial as a Financial Planning Associate. She is a CERTIFIED FINANCIAL PLANNER™ professional, and previously worked for an independent financial advisory firm in Asheville, NC.

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Teri Schanen

Client Service Administrator
Teri recently joined SG Financial as Client Service Administrator. Teri received her Associates degree from Kansas University and has supported executives and clients across various industries for over 15 years.

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