Managing Wealth
- How much can I afford when buying a home or a new car?
- How can I save for both retirement and my childrens' education?
Retirement
- Where do I start?
- How do I plan for retirement?
- How much do I need to save?
- How will I keep up with the rising healthcare costs?
- When should I claim Social Security?
Your Legacy
- How do I transfer my wealth to my children and grandchildren?
- How do I setup charitable distributions?
Meet Our Team | The SD Group
Belynda D. Slaugenhaupt, CFP®
Director, Financial Advisor
Belynda D. Slaugenhaupt is a CFP® certificant who specializes in offering comprehensive financial planning and investment services for individuals, foundations, trusts and qualified retirement plans. Belynda is also a licensed...
Samuel Dippold, CFP®
Senior Vice President, Financial Advisor
As a CFP® practitioner Samuel Dippold takes pride in the comprehensive financial planning process he applies toward investment management, insurance and tax strategies, and retirement, estate and business succession planning....
Tammy Neff, CFA® CFP® CPWA®
Financial Advisor
Tammy brings more than twenty years of investment experience to the SD Group, having served as Equity Strategist for Hefren-Tillotson (HT). Prior to HT, she was an Investment Analyst for a prominent mutual fund and held various...
Kathryn J. Bruckner
Senior Client Specialist
Kathy started her career in 1988 and joined the SD Group in 2016. Prior to joining the team, she held managerial, operational and customer service roles in the financial services industry. With her unique background, Kathy brings a...
Kayla Lomb
Client Assistant
Kayla has worked with the SD Group since 2019. In her role as Client Specialist, Kayla’s primary focus is to deliver exceptional service and support to our clients. She enjoys connecting with clients and ensuring their needs...