About SFG Financial
Our Approach
Understanding Your
Financial Story
At SFG Financial Services, we believe achieving financial Peace Of Mind isn’t just about numbers on a balance sheet—it’s about understanding your beliefs, experiences, and emotions as they relate to money. Our first goal is to get to know you: What matters most to you? Who matters most to you? What are your financial fears? With decades of experience, we know that financial plans lacking a balance between analytical precision and holistic understanding often lead to insecurity, unrest, and sleepless nights. That’s why we begin with thoughtful, personalized insights into your unique financial story.
Building A Path To
Peace Of Mind
When you start your journey with us, you’ll discover what sets SFG Financial Services apart. Our process integrates your financial goals with your values and beliefs about money. From there, we develop customized strategies and solutions to help you achieve your objectives. Whether you're preparing for retirement, saving for the future, or navigating changes like a 401(k) rollover, our approach is always personalized, considerate, and steeped in expertise. We prioritize building a lasting relationship, working alongside you to achieve financial Peace Of Mind.
George F. Shave III, RICP®
Financial Advisor
Thomas M. Crawley, RICP®
Financial Advisor
Matt Culver
Financial Planner
Devin Shave
Financial Planner
Jennifer Sadlowski
Case Specialist
Tricia Mozgai
Case Specialist