SG is a team of problem solvers providing innovative solutions tailored to address complex financial needs.



DOVI FRANCES



President
"I am all about winning. You win by seeing the opportunity before it is present. You sense it well in advance. For that to happen, you need to have the desire to win. If you are eager to win, you are never content. You never rest. You keep running. You are constantly curious. That's exactly when this elusive line appears. Logical dots are suddenly connected, an opportunity is seized and a victory follows"

TIM PINKEVICH



Partner
“When you manage the operations of assets ranging from aircraft to yachts and mega estates, every day poses new challenges. It is important to stay one step ahead of the game - If you can do this effectively, you are not likely to ever be caught off guard”

“Wealth management is not just about assets and liabilities. It’s about people, who, much like their financials, are complicated. Every client and every project that comes along with them is like a riddle that I enjoy solving and immersing myself in. This dedication is what makes a difference in a rather complicated and fairly complex industry.”
ALEX IOVTCHEV



Partner

JUSTIN KELLENBERGER



Partner
“SG's extensive relationships with many different types of lenders allows me to have a rare insight into the mortgage lending process, which translates to better terms for the borrower and less complications at closing.”

CRAIG GREENE



Partner
“The lending process is more complex today than ever. With my years of experience in the mortgage business and the multitude of resources SG has to offer, I am able to navigate the process smoothly and successfully for my clients”

"Access to deals and investment opportunities is everything. For years, we've built a network of co-investors and entrepreneurs, gaining insight and opportunity to Silicon Valley and Israel's best companies. At SG VC, we provide this gateway directly to our clients."
DEVON MORRIS



Partner



YULIYA VASILKOUSKAYA
Business Liaison, CPA
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SANDY LUISONI
Controller, CPA
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HANNAH MAC KECHNIE
Operations Coordinator
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ZAC SMITH
Creative Manager
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SAVANAH BARRY
Marketing Manager
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ASHLEY RASMUSSON
Administrative Assistant
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DAWN MARLEY
Executive Assistant
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LAURIE ENDERSBY
Senior Loan Processor
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MIKE "BUBBA" FOTH
IT Director
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