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Who we are

Our firm was founded on the principles of sincerely fostering long term relationships with our clients and helping them achieve their goals. SC Financial Group believes financial planning should be at the core of an individual’s uniquely tailored investment strategy.

You can schedule an appointment below to see the difference we provide or give our office a call at 425-451-2950.

Shane Cloninger

Shane Cloninger

LPL Registered Principal

Shane Cloninger has over 40 years of experience in financial services. He founded SC Financial Group, LLC and is an LPL Registered Principal. Mr. Cloninger graduated from Southern Connecticut State University in 1990 with a Bachelors of Science degree in Economics/Finance. He currently hosts the ‘Retirement Freedom’ radio show, developed to help the average investor gain clarity in a very complex financial world. ‘Retirement Freedom’ can be heard live Saturdays at 1pm PT/4pm ET on Sirius XM Family Talk, Channel 131. The show had been on other conservative and Christian local radio stations in the past including: KGNW 820 AM, KKOL 1590 AM, KVI 570 AM, KTTH 770 AM and KCIS 630 AM. The show has been on the air since January 2010.

Shane has been a speaker at numerous financial conferences across the country and has personally hosted 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. 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 and Montana with his family and friends.

Alex Carter, CFP®

Alex Carter, CFP®

Alex is a Certified Financial Planner™ (CFP®) who helps successful individuals and families turn financial complexity into a clear strategy and strong execution. He has been with SC Financial Group, LLC since 2011, and he has built his career with a singular focus: comprehensive financial planning that coordinates every moving piece of your life into one intentional plan.

Alex helps clients elevate their planning, capture every opportunity, and optimize their financial life—and his best-fit clients are those who want to pursue the full potential of their plan.

In practice, that means building a coordinated strategy across the decisions that matter most, including:

  • aligning investments with goals, timeframe, and risk
  • building a retirement and income strategy that holds up in real life
  • identifying tax planning opportunities and avoiding costly oversights
  • ensuring insurance and estate planning support the full plan
  • keeping everything coordinated as life and priorities evolve

 

As a CFP®, Alex is known for being highly analytical, detail-driven, and proactive. He takes pride in doing the behind-the-scenes work exceptionally well, and he cares deeply about helping clients make smart decisions with confidence. Alex is motivated to deliver premium-level service—thorough planning, thoughtful strategy, and consistent follow-through—so clients know they’re not missing opportunities or leaving important details unattended.

If you value expertise, want your planning elevated, and expect a high standard of execution, you will find Alex to be a strong fit and a dedicated long-term partner.

Alex earned a B.S. in Business Entrepreneurship from Oregon State University. Outside of work, Alex and his wife Brittney are raising their son Hendrix and love staying active as a family—especially outdoors. They also enjoy traveling and exploring the world together, making the most of time away and experiences that create lasting memories.

Robert Davis

Financial Advisor

Robert Davis is a registered representative of LPL Financial. He joined SC Financial Group in February of 2018 as a Financial Advisor and is the cohost of our Retirement Freedom radio show with host Shane Cloninger.  Tune in and catch the show on Sirius XM Radio, Family Talk channel 131 at 1pm PT/4pm ET.  From project leadership and consumer calls to boardrooms, Robert’s breadth of experience in problem solving and relating to clients makes him a great asset to our team. Prior to his 15 years of information technology work at Liberty Mutual and Safeco Insurance, Robert attended the University of Washington and completed 6 years of honorable service in the United States Navy.  Outside of work, Mr. Davis enjoys spending time with his wife and children.  He also enjoys hiking, fishing and camping from Washington to Montana. Robert took on a life-long goal, late in 2008, when he began training to climb Mt. Rainier and successfully reached the summit in July of 2009.  Schedule some time to get to know him so he can help you discover your Retirement Freedom.

Rumesh Senanayake

Rumesh Senanayake

LPL Financial Advisor/Practice Manager

Rumesh is a registered representative of LPL Financial. Originally from Sri Lanka, Rumesh moved to the United States with his wife in 2011 to pursue his dreams in life. He graduated from the University of Washington with a Bachelor of Arts degree in Business Administration with a concentration in Finance. Being naturally drawn to finance and his genuine desire to help people are the two core reasons why he became a Financial Advisor. Rumesh prides himself on giving clients a holistic view of their finances, not because it’s useful, but because it’s necessary. Rumesh provides services including financial planning, risk management through insurance, small business planning, estate/legacy planning, and investment management.

Rumesh and his wife are drawn to travel and try to visit a different country each year. When he’s not out touring the gorgeous landscape of Ireland, you will likely find him playing basketball, another passion of his – which he had the privilege of playing for his home country (Sri Lanka).

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