As dedicated financial professionals, we believe that client satisfaction and peace of mind are the most important measure of success. Our long-standing client relationships reflect the quality and integrity of our financial advisors.

Jane A. Scarbrough, CFP®
Managing Principal

Jane Scarbrough is a Registered Investment Advisor and Certified Financial Planner™. She has been a Registered Securities Principal since 1979, and has been active in investment planning and management for over 25 years.

Jane is a member of The Institute of Certified Financial Planners, the Practitioners Division of the Financial Planning Association and the International Board of Standards and Practices for Certified Financial Planners Inc. Her other FINRA Registrations include: Municipal Bond Principal, Options Principal, Financial and Operations Principal. She holds licenses for Life & Disability Insurance, and Long Term Care Insurance. Jane received her Bachelor of Arts Degree from Johns Hopkins University.

Rosa Albor
Client Services Manager

Rosa's role at SFG is to manage daily operations and client interface. Rosa is our quarterback. She’ll make sure that you get to the right person, and that everything is done right the first time!

Rosa has worked in office management and administration for ten years. She supervises the firm's client service team and is responsible for overseeing administration and cashiering. Rosa is also responsible for the daily details of perations and client account maintenance.

Paul McGinnis
Operations Analyst

Paul’s role at SFG is to trade, prepare client reports, and support many portfolio management activities.

Paul has a degree in Computer Aided Design and Drafting. He is also accomplished in many software and networking applications, and provides backup to our outside computer consultants. He assists with special projects relating to portfolio analysis and reporting. He holds a FINRA Series 6 and 63 license.

Wendell Liljedahl, CPFA
Portfolio Analyst

Wendell’s role at SFG is to assist in managing individual portfolios and to monitor results based on individual benchmarks.

Wendell is a Registered Investment Advisor with more than 25 years experience in portfolio management, securities analysis and trading. He started his career in financial services in 1985, trading futures and options at Monex International. He later made the transition to equity analysis and trading as he advanced his career in several Los Angeles investment advisory firms.

Wendell embraces the advancement of quantitative methods in portfolio construction. He believes that there are many sophisticated tools available to investors today and that these should be integrated with sound investment management.

Theresa Greene
Administrative Assistant

Theresa's role at SFG is to keep us well-organized and compliant with rigorous record keeping requirements.

Theresa is a pre-Med student at Santa Rosa Junior College. She works part time to assist the SFG team in file maintenance, date input and record keeping.