At SG Long Financial, we have a broadly diversified group of advisors, analysts, portfolio managers and staff that all work together to offer a high level of service to our clients. The SG Long Financial team has made the choice to live and work in Missoula for the exceptional lifestyle, outstanding community involvement and flourishing career opportunities. For SG Long Financial, giving back to the community is critical to their mission and takes many forms; this could mean volunteering their time, monetary donations, product donations, fund-raising efforts or serving on local non-profit boards. An example of the organizations we support include the University of Montana, Habitat for Humanity, Missoula Downtown Association, Missoula Economic Partnership, Rotary International, World Affairs Council, Missoula Symphony, WORD, The Humane Society of Missoula, Missoula Art Museum, and many others.
Zach Carvalho - Equity Research Specialist
Zach serves as the Equity Research Specialist for SGL Investment Advisors.
Education: B.S. in Finance from the University of Montana, Missoula (2014).
Licenses: 7, 66.
Business Background: Research Associate with SGL Investment Advisors (since 2013).
Kelly Doxey- Executive Assistant
Kelly is the Executive Assistant to Sue Williams & Scott Long. She has worked in the financial industry since moving from Alaska to New York City in 2001 and serves the broad needs of SG Long’s clients and brokers.
Education: B.A. in Communications from the University of Puget Sound, Tacoma, WA (2001).
Licenses: Series 7.
Business Background: Publicity/Office Administrator for CSPR, Executive Assistant for JP Morgan - F&O, Houlihan Lokey - Financial Sponsors Group, and Deutsche Bank - Equities in New York, Current CEO of Alaska to Africa Travel, LLC (since 2013), Executive Assistant at SG Long.
Josh Denney - Director of Fixed Income
Josh serves as the Director of Fixed Income. Additionally, Josh serves several clients as a relationship manager.
Education: B.S. in Finance, with high honors, from the University of Montana, Missoula (2008).
Licenses: 7, 66, 86, 87.
Business Background: Northwestern Mutual Financial Network; Research Associate with SGL Investment Advisors (since 2008).
Joshua Eder - Financial Advisor
Joshua serves SG Long Financial as a Financial Advisor, Investment Advisory Representative and Retirement Plan Specialist focusing on Estate Planning Strategies. Joshua has been in the financial services industry since 2006.
Education: B.S. in Business Administration, emphasis in Finance / Financial Management, from the University of Montana, Missoula (2005).
Licenses: Series 7, 63, 65; Life and Health, Disability and Long Term Care insurance.
Community Involvement: Habitat for Humanity Member (2009-2015); President (2012-2015), Missoula Downtown Foundation Board Member (2014-Present), Missoula Downtown Association Board Member and Biz to Biz Group #4 President
Ken Freseman - Financial Advisor
Ken serves SG Long Financial as a Financial Advisor and Investment Advisory Representative. Ken has been in the financial services industry since 1969. Business Background: Lending Officer with major banks in Helena and Bozeman MT, Studied investing on Wall Street NYC, VP Investments with EF Hutton & CO and AG Edwards & CO in Seattle WA.
Education: B.S. in Business from Montana State University (1965).
Licenses: Series 7, 63 and 65.
Don Gaumer - Financial Advisor
Don serves SG Long Financial as Financial Advisor and Investment Advisory Representative. Don has been in the finance-related industries industry since 1985.
Education: B.S. in Social Sciences from Plymouth State University, Plymouth, New Hampshire (1979), MBA from the University of Montana, Missoula (1983). Don currently is an adjunct professor in the MBA program at UM.
Licenses: Series 7, 66; Health, life and disability insurance
Thomas Kerr - Chief Investment Officer
Tom serves SGL Investment Advisors as the Chief Investment Officer (CIO).
Education: B.B.A. in Finance from Texas Tech University, Lubbock, Texas (1986); CFA designation (1998).
Licenses: 2, 7, 63, 65.
Business Background: Financial Analyst, G.E Capital; Credit and Financial Analyst, Fuji Bank; Principal, Portfolio Manager and Analyst, Reed Conner & Birdwell Investment Management; Director of Research with SGL Investment Advisors (2014).
Community Involvement: Active in reading related charities and various non-profit volunteer activities; Board member at CASA of Missoula; Board member at Great Burn Study Group.
Scott Long - Chairman and Founder
Scott serves SGL Investment Advisors, Inc. and SG Long Financial as Chairman.
Education: B.A. in History and a B.S. in Political Science from Dallas Baptist University, Dallas, Texas (1974); M.A. in History from the University of Montana, Missoula (1981).
Licenses: 6, 7, 24, 63, 65, 87.
Business Background: Financial Consultant, IDS Financial Services; Co-Founder of SG Long & Company (1987).
Sherrie Medeiros - Front Office Relationship Manager
Sherrie is our Front Office Relationship Manager and as such is a major point of contact for our clients, both on the phone and in the office. Her work is varied, but she says her prime motivation is keeping clients happy and making days smooth for clients and co-workers alike.
Education: B.S. in Interpersonal Communication from the University of Montana (1991)
Stacie Nyberg - Executive Sales Assistant
Stacie provides support for representatives in the Missoula office including compliance maintenance, proposals, marketing, client correspondence, research and scheduling assistance. Stacie has worked in the financial services industry for 15 years and has experience in Retirement and Financial Planning as well as Risk Management.
Education: B.A. in Business Administration with Marketing emphasis (2001).
Licenses: Series 6, 63, 65; Life, Health, Disability, Long-Term Care Insurance.
Dave Peppenger - Financial Advisor
Dave serves SG Long Financial as a Financial Advisor, Investment Advisory Representative, Retirement Plan Specialist, and Insurance (Life, Long Term Care, and Disability). Dave has been in the industry since 2013.
Education: Education; B.S. in Business Administration, emphasis in Finance with Minor in Communications from the University of Montana (1996).
Licenses: Series 7, 66; Health, Disability, Long Term Care, Life Insurance.
Community Involvement: Football Club Missoula Youth Soccer; Past President, Biz to Biz Missoula; Past President, Destination Missoula Sports Commission: Member, Celebrity Night in the Park: Volunteer.
Robert Seidenschwarz - Financial Advisor
Robert serves SG Long Financial as Financial Advisor and Investment Advisory Representative. Robert has been in the financial services industry since 1982.
Education: B.S. in Political Science from the University of Montana, Missoula (1977).
Licenses: Series 6, 7, 22, 63, 65; Life, health, disability, and long-term care.
Darla Smarz - Chief Financial Officer and HR Manager
Darla serves SG Long Financial as Financial Advisor and Investment Advisory Representative. In addition, she is Chief Financial Officer and Human Resources Manager for SGL Financial Services. Darla has been in the financial services industry since 2010.
Education: B.S. in Computer Science and Business Systems from Montana Tech of University of Montana (1999); MBA from the University of Montana, emphasis in Accounting (2000); CPA from Oregon Board of Accountancy (2000).
Licenses: Series 7, 27, 66.
Kim Smith - Chief Compliance Officer
Kim serves SG Long Financial as Chief Compliance Officer (CCO). Additionally, Kim serves her clients as a relationship manager.
Education: B.A. in Business Administration from the University of Montana, Missoula.
Licenses: Series 4, 7, 53, 24, 63 and 65.
Timothy Stansbury - Financial Advisor
Timothy serves SG Long Financial as a Financial Advisor and Investment Advisory Representative. Timothy has been in the industry since 2010.
Education: Education; B.S. in Zoology from Texas Tech University (1986). Doctorate Degree in Chiropractic (D.C) Parker Chiropractic College (1990).
Licenses: Series 7, 66, General Health/Life Insurance/Annuities.
Mike Stark - Financial Advisor
Mike serves SG Long Financial as a Financial Advisor and Investment Advisory Representative. Mike has been in the financial services industry since 2011.
Education: B.S. in Business Administration from the University of Montana (2010).
Licenses: Series 7, 66; Life, health, and disability.
Community Involvement: Flagship Program: Football Coach and Tutor, Special Olympics: Soccer Coach, International Wildlife Film Festival: Marketing and Administrative Coordinator, WORD: Board President (2016), Childstart/Headstart: Treasurer and Board Member, Western Montana Humane Society: Animal Care Volunteer, Montana Non-Profit Association: Member Affiliate and Speaker at the 2017 Kaleidoscope Conference and the 2017 MNA Conference, Missoula Strikers Soccer Association: Head Coach, Missoula Marathon: Race Monitor Coordinator and Planning Committee, Soft Landing: Development Scholarship Advisory Council.
Susan Williams - Chief Executive Officer
Susan serves SGL Investment Advisors and SG Long Financial as the Chief Executive Officer.
Education: B.S. in Economics from Lafayette College, Easton, Pennsylvania (1987).
Licenses: 7, 24, 63, 65; Life, health, disability, and long-term care.
Business Background: Lending Officer, Chemical Bank in New York City; Portfolio Manager specializing in Fixed Income, Thornburg Mutual Funds; Financial Advisor with SG Long & Company (since 1994). Community Involvement: Past Board Member, Current Member of Rotary Club of Missoula, Past President and Current Member of Missoula Downtown Association, Past Board Member of Missoula Ski Education Foundation, Past Chair and Current Board Member of Loyola Sacred Heart Foundation, Current Board Member of Missoula Economic Partnership.
Dirk Cooper, CPA - Board Member
Tenure on Board: 10 years
Mr. Cooper is president and CEO at Hi-Noon Petroleum, Inc., a company with over $80 million of annual revenues. His responsibilities include overseeing the company’s operations and financial activities, including wholesale and retail fuel operations in Montana and Idaho. Prior to joining Hi-Noon in 2003, he worked as a Certified Public Accountant for the international firm KPMG in Portland, Oregon. One of Mr. Cooper’s areas of expertise is auditing and consulting with broker-dealers and large investment fund managers on the West Coast.
Education: B.A. in Business Administration and Accounting from the University of Montana, Missoula (1990).
Community Involvement: Former treasurer for the International Choral Festival; singer with the Missoula Symphony Chorale.
Dr. Bruce A. Costa - Board Member
Dr. Costa is a Professor of Finance at the University of Montana, Missoula, and has taught courses in corporate finance and personal finance at both the graduate and undergraduate level for the past 14 years. He also serves as Chair of the University of Montana Department of Accounting and Finance. His research work focuses on the risk-adjusted returns of actively managed portfolios and has published numerous times on the subject. Dr. Costa served 13 years on active duty with the U.S. Navy as a helicopter pilot, test pilot and assistant navigator aboard the USS Saratoga (CV-60) and is a Gulf War veteran.
Education: B.S. in Industrial Engineering/Operations, magna cum laude with honors, from the University of Massachusetts, Amherst, Massachusetts (1979); Ph.D. in Business Administration with an emphasis in Finance and a support in Econometrics from Florida State University, Tallahassee, Florida (2000).
Community Involvement: Served on Strikers Soccer Board, 2006-2010; Board Member and Treasurer. Accomplished landscape fine art photographer.
Michael F. Kleese - Board Member
Tenure on Board: 10 years
After years of public and private law practice in Indiana and Montana, in 1980 Mr. Kleese joined First American and managed its office in Hamilton, Montana, until 1988; thereafter he managed its Missoula office until 1993. In addition, he was state manager and state legal counsel for First American Title Insurance Company in Montana. He has presented numerous seminars on title insurance, 1031 Tax Deferred Exchanges and related topics. Mr. Kleese was a member of the state Milk Control Board, having been appointed by four different Montana governors. He was an approved instructor for the Montana Association of Realtors, a guest lecturer at the University of Montana School of Law, and has testified as an expert witness in a number of litigated cases. Mr. Kleese was honored as “Executive of the Year” for 2002 by the Montana Land Title Association and was a member of the American College of Real Estate Lawyers.
Education: B.S. (1970), Doctor of Jurisprudence from Indiana University, Bloomington, Indiana (1973).
Community Involvement: Board of Directors, Summit Management Group.
Joseph D. Vinso, Ph.D., MCBA, FIBA, ASA - Board Member
Tenure on Board: 10 years
Dr. Vinso taught finance at The Wharton School and the University of Southern California, and served as the Donald and Carol Jean Byrnes professor of finance and accounting at the University of Montana. He is the president of Financial Resources Management – a firm specializing in financial valuations. As well as being widely published, Joseph has provided expert testimony to the United States Senate; United States District Courts (California, Arizona, Montana, Michigan); United States Bankruptcy Courts (Pennsylvania, California); California Superior Courts; the District Courts of Nevada, Indiana and Montana; the United States Tax Court; U.S. Corps of Engineers, Board of Contract Appeals; and the Tribal Court of the Confederated Salish & Kootenai Tribes. Within the investment industry, Dr. Vinso previously was a Registered Principal (NASD) and Registered Investment Advisor (California, Nevada and Montana), and passed the Series 7, Series 63 and Series 65 tests.
Education: B. Chem. E., from Cornell University, Ithaca, New York (1964); MBA from Central Michigan University, Mt. Pleasant, Michigan (1970); Ph.D. in Business Administration (Finance) from the University of Michigan, Ann Arbor, Michigan (1973).
Community Involvement: Rotary Club of Missoula, past director; Rotary District 5390, past SG chair and Court Appointed Special Advocates.