Scott is a General Principal of SG Long & Company and the Chief Compliance Officer and President of SGL Investment Advisors, Inc. He is also Chairman of the Board of SGL Financial Services. Scott has been in the financial services industry since 1981.
Education: B.A. in History and a B.S. in Political Science from Dallas Baptist University, Dallas, Texas (1974); M.A. in History from the University of Montana, Missoula (1981).
Licenses: Series 6, 7, 24, 63, 65 and 87. EMAIL
Susan is a General Principal and the President of SG Long & Company. She has been in the financial services industry since 1988.
Education: B.S. in Economics from Lafayette College, Easton, Pennsylvania (1987).
Licenses: Series 7, 24, 63 and 65; health, life and disability insurance. EMAIL
Kim is a General Principal, the Municipal Principal, the Options Principal and the Chief Compliance Officer and COO of SG Long & Company. Kim has been in the financial services industry since 2000.
Education: B.A. in Business Administration from the University of Montana, Missoula.
Licenses: Series 4, 7, 53, 24, 63 and 65. EMAIL
Darla is Controller and Human Resources Manager for SGL Financial Services. Darla has 20+ years experience in trusted management positions in both the financial services industry and the hospitality / service industry. Her accounting experience and education along with her human resources management skills allow her to serve the organization in a multidimensional capacity.
Education: B.S. in Computer Science and Business Systems from Montana Tech of University of Montana (1999); MBA from the University of Montana, emphasis in Accounting (2000); CPA from Oregon Board of Accountancy (2000).
Licenses: Series 7, 27, and 66