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Alex is a Certified Financial Planner™ and registered representative of Cadaret, Grant & Co., Inc. and has been with SC Financial Group, LLC since 2011. Alex graduated from Oregon State University with a Bachelor’s of Science degree in Business Entrepreneurship. Alex specializes in providing comprehensive financial advising, and taking a holistic approach to financial planning by incorporating all aspects of a client’s life and goals into a comprehensive financial plan. As a CFP®, Alex has expertise in providing services including investment management, retirement planning, tax planning, income planning, insurance, education and estate planning.
Alex is the co-host on the ‘Retirement Freedom’ radio show, a live call-in radio show developed to help the average investor gain clarity on a very complex financial world. ‘Retirement Freedom’ has been on the air since 2008 and can be heard Saturdays at 10am on 820 AM KGNW and simulcast on 1590 AM The Answer and from 12-2pm on 570 KVI.
Alex 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 and charitable programs throughout the greater Seattle-Tacoma metro area.
Rumesh is a registered representative of Cadaret, Grant & Co., Inc. Originally from Sri-Lanka, Rumesh moved to the United States with his wife in 2011 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. He is currently working towards completing his bachelor’s degree in Finance with a minor in Entrepreneurship at the University of Washington, and will continue his studies to become a Certified Financial Planner (CFP®) while working with us at SC Financial Group.
Being naturally drawn to finance and his genuine desire to help people are the two core reasons why he became a Financial Advisor. Rumesh has a great love for sports. He played on the Sri-Lankan National Basketball Team and continued to play Semi-professional. As an extremely driven individual, Rumesh has a proactive approach, and takes pride and joy in working with our clients.
Shane Cloninger has over 30 years of 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 9th year on air and can be heard live Saturdays at 10am on 820 AM KGNW, simulcast on 1590 AM The Answer. The show has been on other stations in the past including KVI 570 AM and KKOL 1300 AM.
He 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 with family and friends.
Robert Davis is a registered representative of Cadaret, Grant & Co. Robert recently came to us after having worked 15 years in Information Technology. From help desk to project lead and consumer calls to boardrooms, his breadth of experience in problem solving and relating to clients makes him a natural fit on our team. Prior to his IT 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. A fair-weather hiker and fishermen, he also finds backpacking enjoyable. Robert took on one of his life-long goals late in 2008 when he began training to climb Mt. Rainier, and successfully reached the summit in July of 2009.
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 use able 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.