Other Professionals
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,...
Shelly Fogel, CMFC®, CDFATM
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...
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...
DJ Wealth Strategies 
Strategy Wealth 
