Meet Our Team

Meet the SFS Team: <br/>Driven, Dedicated, and Dynamic

Meet the SFS Team:
Driven, Dedicated, and Dynamic

At SFS, we believe in a "work hard, play hard" mentality. We push ourselves to deliver the best for our clients, but we also know that a strong, connected team makes us even better at what we do.

We have a deep respect for each other and a lot of fun together—a culture of collaboration, care, and accountability that fuels our passion for helping you achieve your financial goals. When we support each other, we’re better equipped to champion your financial future with insight, dedication, and a personal touch.

Because at the end of the day, we’re not just a team—we’re a family. And that makes all the difference.

Leadership

Larry Witzel, CFP^®, CLU^®, AIF^®

Founder & President

Bert McClintock, CFP^®, AIF^®, CLTC^®, AIFA^®

Partner & Vice President of Retirement Services

Jamie Meyers

Chief Operating Officer

Your Financial Advisors

At SFS, our CERTIFIED FINANCIAL PLANNER® professionals bring more than investment guidance to the table.

Earning the CFP® designation requires rigorous education, a comprehensive exam, real-world experience, and an ongoing commitment to high ethical standards. Just as important, a CFP® professional looks at your entire financial picture—retirement, taxes, risk management, estate planning, and more—so every piece works together.

For you, that means thoughtful planning, personalized strategies, and objective recommendations built around your goals. Simply put, a CFP® professional helps you make informed decisions today while keeping your long-term vision in focus.