Our Team
Daniel S. Blake CFP®, MS, CFBS, RICP®
CEO
Dan Blake is a seasoned financial planning professional with over thirty years of experience helping clients plan for their future. After serving in the U.S. Marine Corp., Dan began his career in financial services with a local public...
Daniel Zaccarine
Investment Operations Associate
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Justin LaRosa ,MBA, AAMS, C(k)P
Wealth Management Advisor
Justin LaRosa leads the investment research, operations, cashiering, and client servicing functions of the organization. Justin joined SFG in the fall of 2020 and specializes in portfolio construction, equity research, and 401(k) plan...
Patrick Crowe
Client Service Representative
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Rosemary Blake
Director of Operations
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Trevor Schutte, CEPA®
Investment Operations Specialist
Trevor joined SFG in May 2022 with 8 years of experience in the finance industry. Trevor specializes in investment account services, SIMPLE IRA plan administration, and financial planning. Trevor graduated from Hobart College in 2014...