SC FINANCIAL GROUP - Key Persons
Job Titles:
- Certified Financial Planner
Alex is a Certified Financial Planner™, registered representative of LPL Financial 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 with his wife Brittney and son Hendrix enjoy spending time outdoors, hiking and camping with their two dogs Jack and Cooper. 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 & 1300 AM KKOL. The show has been on other stations in the past including KVI 570 AM, and KTTH 770 AM. The show has been on the air in the Pacific Northwest for over a decade.
Job Titles:
- LPL Registered Financial Advisor
- Representative of LPL Financial
Robert Davis is a registered representative of LPL Financial. He joined SC Financial Group in 2018 after having worked 15 years in Information Technology. Since Susan Carter retired, Robert has been regularly cohosting our Retirement Freedom radio show with host Shane Cloninger. Tune in and catch the show via iHeart radio or directly on 820AM/1390AM at 10'oclock Saturday mornings. From help desk to project lead and consumer calls to boardrooms, Robert's 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 camping 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.
Shane Cloninger has over 30 years of experience in financial services. He founded SC Financial Group, LLC and is a 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, a live call-in talk radio show developed to help the average investor gain clarity on a very complex financial world. ‘Retirement Freedom' can be heard live Saturdays at 10am on 820 AM KGNW The Word and simulcast on 1300 AM The Answer. The show has been on other stations in the past including KVI 570 AM and KTTH 770 AM. The show has been on the air in the Pacific Northwest for over a decade. 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 his family and friends.