Our firm was founded on the principles of deeply understanding and fostering our client’s true needs and goals. We believe that building a comprehensive financial plan is the most fundamental tool in proper financial planning. The financial plan forms the basis for the creation of the equally important investment strategy that is tailored to each client specifically.
Taking the first step towards reaching and maintaining your financial goals is the hardest. Finding the right financial professional that matches your goals and expectations is crucial in building a lasting relationship. Make a commitment to your future. We welcome you to meet with us, to experience our firm and begin building this lifelong relationship.
Shane Cloninger has over 30 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.
He is currently a co-host on the ‘Retirement Freedom’ radio show, a live call-in talk radio show developed to help the average investor gain clarity on a very complex financial world. ‘Retirement Freedom’ is in its 7th year on air and can be heard Saturdays at 10am on 820 AM KGNW and simulcast on 1590 AM The Answer. The show has been on many stations in the past including KVI 570 AM, KTTH 770 AM and KKOL 1300 AM.
He has been a speaker at numerous financial conferences across the country and has personally hosted over hundreds of investment and insurance workshops and seminars over the years.
Mr. Cloninger has focused his career on retirement income strategies, investor education, and management of client portfolios. He has served on the boards of 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 SuperSonics. 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 has 15 years’ experience in financial services and is co-founder of SC Financial Group. , Prior to her career in financial services, Susan was a recognized leader in the field of human services, where she held leadership positions for over twenty years.
She directed and managed major divisions within government and private health care organizations, and worked as a management consultant and coach to small businesses and non-profit organizations. Today she has incorporated her management and planning skills with her fine-tuned ability to listen, helping clients craft personalized plans for reaching their retirement and other financial goals.
Susan is deeply committed to improving the financial skills of individuals and families through education and public speaking. Susan co-hosts a weekly, call-in talk radio show that strives to encourage and educate the average investor by offering understandable and usable advice in navigating complex financial issues. She regularly teaches workshops and speaks at conferences, and has developed special programs for women interested in improving their financial competencies.
As a managing partner in SC Financial Group, Susan leads the financial planning services of the firm including mentoring and training of other representatives. Susan takes great pride in building personal relationships with each client and ensuring their financial goals always remain foremost in our firm’s investment and client service practices.
Alex is a CERTIFIED FINANCIAL PLANNER™ and registered representative of Cadaret, Grant & Co. , Inc. Alex is in his fifth year with SC Financial Group, LLC. Alex graduated from Oregon State University with a Bachelor’s of Science degree in Business Entrepreneurship. Alex excels at managing client portfolios, retirement planning and helping couples and individuals with advanced strategizing and planning for their future.
Alex is the co-host on the ‘Retirement Freedom’ radio show, a live call-in talk radio show developed to help the average investor gain clarity on a very complex financial world. ‘Retirement Freedom’ is in its 7th year on air and can be heard Saturdays at 10am on 820 AM KGNW and simulcast on 1590 AM The Answer. The show has been on many stations in the past including KVI 570 AM, KTTH 770 AM and KKOL 1300 AM.
Mr. Carter and his wife Brittney enjoy spending time outdoors with their two dogs Jack and Cooper. They love skiing, hiking, golf and travelling. Alex and Brittney are active participants in many volunteer programs and sports leagues throughout the greater Seattle-Tacoma metro area.
Rumesh Senanayake – Administrative Assistant
Originally from Sri Lanka, Rumesh moved to the United States with his wife in 2012 to pursue his dreams in life. He began his college career at Northwest University, and transferred to Cascadia College to complete his Associates degree in Business. Rumesh is a very career minded individual and his ultimate goal is to be a Financial Advisor.
Rumesh is working towards completing his Bachelor’s degree in Finance and continue his studies to become a Certified Financial Planner while working with us here at SC Financial Group. Being naturally drawn to finance and his genuine desire to help people are the two core reasons why he wants to be a Financial Advisor.
Rumesh has a great love for sports. He played on the Sri Lankan National Basketball Team, and continued on to play Semi-professional. As an extremely driven individual, Rumesh has a proactive approach, and takes pride and joy in supporting us and our clients.