Other Professionals
Limestone Wealth Management
Doug Davis
Partner & Wealth Advisor, Limestone Wealth Management
502.526.4472
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Doug Davis is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Mike Petrosky
Partner & Wealth Advisor, Limestone Wealth Management
502.785.2929
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Michael Petrosky is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Scott Muss
Partner & Wealth Advisor, Limestone Wealth Management
502.409.6637
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Scott Muss is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
SGF Associates Wealth Management
Gregg A. Fogel, CMFC®
CEO & Wealth Advisor, SGF Associates Wealth Management
513.914.0162
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, CMFC from the College for Financial Planning. His passion for financial planning has helped his clients plan during both good and bad market conditions.
Gregg advises his clients on stocks, bonds, ETF’s, and separately managed accounts.
Gregg is a member the Greater Cincinnati Trail Runners association. He recently completed a 50k trail run in Monument Valley, Utah and the Javelina Jundred 100k race just outside of Scottsdale, Arizona.
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Gregg Fogel is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Shelly Fogel, CMFC®, CMFCTM
Partner & Wealth Advisor, SGF Associates Wealth Management
513.914.0162
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 her career as a financial advisor and later gained her Chartered Mutual Fund Counselor designation, CMFC. In 2009 she completed a program through the Institute for Divorce Financial Analysts for the CDFA designation. She feels her knowledge and focus in the divorce arena helps her when offering advice to recent divorcees.
Shelly stays very active in her community. When she is not working she volunteers with the Women Helping Women organization of Cincinnati, throws pottery at the Fitton Center. She enjoys traveling, going to concerts and spending time with her husband, Gregg and standard poodle, Luna.
The above listed company and individual, PCG Wealth Management and LPL Financial are all separate entities. Shelly Fogel is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Tara Ward
Executive Assistant, SGF Associates Wealth Management
513.914.0162
Tara was born in New York and grew up in Cape Cod, Massachusetts. She graduated from Roanoke College in Virginia with a bachelor of arts in Spanish. She participated in an intensive learning program in Peru and a semester abroad in Mexico. She moved to Cincinnati in 2003 to spend the first year of her career teaching Spanish at St. Ursula Villa. She made a career change the following year to enter the world of financial services as an advisor assistant. In 2008, she took a short break from the industry to help with a start-up company where she gained some skills in project management and business development before returning in 2010. Tara will often be your initial point of contact as she answers all incoming calls and ensures the highest level of client service.
She and her husband Kyle, a Cincinnati native, have two kids and two dogs. They love to travel as much as possible.
The above listed company and individual, 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.