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Other Professionals

SGF Associates Wealth Management    


Gregg A. Fogel, CMFC®

CEO & Wealth Advisor, SGF Associates Wealth Management

513.914.0161

513.914.0162

gfogel@sgfwm.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,...

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Shelly Fogel, CMFC®, CDFATM

Partner & Wealth Advisor, SGF Associates Wealth Management

513.914.0161

513.914.0162

sfogel@sgfwm.com

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...

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DJ Wealth Strategies    


Dana Johnson

Wealth Advisor, DJ Wealth Strategies

7854225260

dana@djwealthstrategies.com

Jennifer Habig

Administrative Assistant, DJ Wealth Strategies

7854225260

jennifer@djwealthstrategies.com



Strategy Wealth    




PCG Wealth Management - Blue Springs, MO  



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.