OUR PEOPLE

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.

SENIOR MANAGEMENT

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Scott Long



Chairman and Founder

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Susan Williams



Chief Executive Officer

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Kim Smith


Chief Compliance Officer

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Darla Smarz


Chief Financial Officer and HR Manager


 
 
 

Investment Management Team

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Scott Long



Chairman and Founder

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Susan Williams



Chief Executive Officer

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Josh Denney


Director of Fixed Income

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Zach Carvalho


Equity Research Specialist


 
 
 

Financial advisors

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Josh Denney


Director of Fixed Income

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Joshua Eder


Financial Advisor, CFP®

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Kelly Doxey



Financial Advisor

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Ken Freseman



Financial Advisor


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Don Gaumer


Financial Advisor

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Scott Long


Chairman and Founder


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Dave Peppenger


Financial Advisor

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Robert Seidenschwarz


Financial Advisor


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Timothy Stansbury


Financial Advisor

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Mike Stark


Financial Advisor

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Susan Williams


Chief Executive Officer

 

Office administration

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Sherrie Medeiros


Front Office Relationship Management

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Stacie Nyberg



Executive Sales Assistant

 
 

Board of directors

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Scott Long


Chairman and Founder

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Susan Williams


Chief Executive Officer

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Dirk Cooper, CPA


Board Member

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Dr. Bruce A. Costa


Board Member


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Michael F. Kleese



Board Member

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Joseph D. Vinso, Ph.D. MCBA, FIBA, ASA


Board Member