Other Professionals SGF Associates Wealth Management Gregg A. Fogel, CMFC® CEO & Wealth Advisor, SGF Associates Wealth Management 513.914.0161 513.914.0162 email@example.com Gregg has been a financial advisor since 1997. Prior to that he served in the US Army as a member of the Special Forces Unit and was stationed in Uijeonbu, South Korea. Gregg achieved his Chartered Mutual Fund Counselor designation,... Read more Shelly Fogel, CMFC®, CDFATM Partner & Wealth Advisor, SGF Associates Wealth Management 513.914.0161 513.914.0162 firstname.lastname@example.org Shelly is a 1995 graduate of the University of Cincinnati with a degree in Economics and Spanish. Before graduating, she resided in Alcala de Henares, Spain to learn the language and complete her study abroad program. In 1996 she began... Read more DJ Wealth Strategies Dana Johnson Wealth Advisor, DJ Wealth Strategies 7854225260 email@example.com Jennifer Habig Administrative Assistant, DJ Wealth Strategies 7854225260 firstname.lastname@example.org Strategy Wealth John Maloney, CFP®, CRPC® CEO & Wealth Advisor, Strategy Wealth 4055625850 email@example.com M. Elaine Dennis, JD, CFP® COO & Wealth Advisor, Strategy Wealth 4055625849 firstname.lastname@example.org PCG Wealth Management - Blue Springs, MO Steven Hellon Senior Vice President 8167688990 email@example.com Philip Hayes Senior Vice President 8167688990 firstname.lastname@example.org PCG Wealth Management and LPL Financial are all separate entities. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.