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Why SFP is committed to working with women

Empowering women to gain financial confidence

Many women have not felt heard in the traditional investment experience. Most of my clients have reached a point in their life where they want to learn more about their money in order to feel confident about their financial future. They want an atmosphere that engages them, and keeps their goals first and foremost in a collaborative process

What I learned from my mom...

A simple woman, she was brilliant ....

As a child of the depression, my mom was smart, and frugal when necessary. She and my father built a successful business and watching her make financial decisions for our family was instrumental in my life.  She was the guiding source of financial security for our family, and I loved learning from her.

When I became a Financial Advisor, I quickly learned that my Mom was unique.  

Many women lack a voice in the process of planning for their future. As we began our conversations, they were eager to learn and be engaged but in the past, to them it felt like their voices weren't welcomed.

My true purpose as a Financial Advisor is to give every woman a strong voice in her financial future. My goal is to encourage every woman so that she can focus on living a full and rewarding live.

Our Team

Your money and your goals are personal. You deserve personal care and service.

Judy Steele, CWS, AIF
Financial Advisor

Someone once said, "if you love what you do, you never need to get a job," and for me, this is absolutely true.  I love my career; making a difference in lives, and being a part of dreams that come true. I have generations of families that I work with, and that makes my heart full.

When I can, I am a lifelong traveler and adventurer. I've been to 45 of the 50 states, and 12 countries and counting.  When I'm home in Loomis, I enjoy my garden, and Kings games!
Jennifer Vickner
Branch Operations Manager

It is my pleasure to work with our clients and the administrative details of their accounts.  Usually you'll hear my voice answer the phone.  I help with scheduling appointments,  online account access, depositing money or making withdrawals, and all things paperwork.  Getting to know you and making these aspects easy and as seamless as possible makes my job wonderful.

When I'm not at work, I'm a happy busy mom of a toddler, Kade.
Melissa DeLodder, CRPS®, PPC®
Retirement Practice Consultant
Cetera Retirement Solutions
Madolyn Reynolds
Crump Insurance Specialist

Leaving your finances in just anyone's hands isn't an option.
Why not work with an Advisor that understands what's important in your life?