Our company was founded on the principles of listening to what our clients true needs are and providing customized solutions for an ever changing market.
The first step in reaching your financial goals will always be the hardest….finding a financial professional that matches your expectations. Make a commitment to your future and interview us!
Shane Cloninger - Managing Partner
Shane Cloninger has over 25 years experience in financial services. He is a co-founder of SC Financial Group, LLC and a registered principal of Cadaret, Grant & Co., Inc. Mr. Cloninger graduated from Southern Connecticut State University in 1990 with a Bachelors of Science degree in Economics/Finance.
Mr. Cloninger has focused his career on retirement income strategies, investor education and management of client portfolios. He is a serving board member on the Watts Foundation and the Everett Community College Foundation. The Watts Foundation was created to offer academic and athletic mentorships and funding to local youths in the spirit of Slick Watts former Seattle SuperSonic. The Everett Community College Foundation creates opportunity for college scholarships through community and local business support. His belief in education is driven by his own personal experiences both academic and professional. Shane enjoys hiking, backpacking and fishing in the Pacific Northwest with family and friends.
Susan Carter – Managing Partner
Susan Carter has ten years experience in the insurance and financial fields. Susan has a Bachelors degree in business, which she put to use for the past twenty years as a manager, and organizational consultant to both the public and private sectors.
Amy Voelsch – Financial Consultant
Amy Voelsch has ten years experience in financial services and insurance products. She is a graduate of Pacific Lutheran University in Tacoma, WA, with Bachelors Degrees in Business Administration and Chinese Studies.
Her specialty is to educate clients and prospects about their finances and the economic environment to empower them with their future. Amy focuses her career on wealth accumulation and retirement income distribution for her clients.
In her spare time Amy enjoys being outdoors and chasing her son Max around. She also has a great interest in the Chinese culture having lived in, studied and traveled parts of China.