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Our Leadership

Michael Schmitz,

CEO michael.schmitz@sgc-financial.com

In the early 1800’s, Johann Goethe stated: “If I accept you for who you are, I will make you worse, however, if I treat you as though what you are capable of becoming, I will help you become that.” Michael’s primary mission at SGC is to help our advisors, staff & clients to become what they are capable of becoming; personally, socially & economically.

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Matthew Bond,

President matthew.bond@sgc-financial.com

Matt was born in Isla Vista, CA. He attended college at the University of California at Santa Barbara where he obtained a Bachelor of Arts in Business Economics. He was first introduced to the financial services industry when he worked as an intern for a very successful wealth management firm in Santa Barbara.

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Cara Banchero,

CFO/Partner cara.banchero@sgc-financial.com

Cara Banchero is the Chief Operating Officer and Partner of SGC Financial & Insurance Services in San Mateo, CA. She helps the organization to achieve operational excellence by maintaining a thorough and extensive knowledge of branch operations in the financial services industry. The key areas of her focus are financial management, financial reporting, technology and human resources.

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Jerald Henderson, CFP®, ChFC®, CLU®, CFS,

Vice President - Investment & Planning Services jerald.henderson@sgc-financial.com

I am Jerald F. (Jerry) Henderson.  I am Vice President of Investment and Planning Services.  I joined SGC Financial (then Link-Allen and Associates) in January 1988, my first “career” position.  I was attracted to this industry because I believe that most people benefit from objective financial advice to prepare for life events, both expected and unexpected.  I am committed to providing whatever support I can to our advisors to best […]

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Neil Fluken, CFP®,

Director of Compliance neil.fluken@sgc-financial.com

Neil K. Fluken is the Director of Compliance for SGC Financial and Insurance Services, Inc. He is also a team member of SGC Investment Services with a role of providing investment recommendations for fee-based accounts, runs the firm’s Trade Desk, and leads SGC’s Financial Planning Resource Center. Neil joined SGC in 2001 after graduating Cum Laude from California State University Sacramento with a Bachelor of Science degree in Finance and […]

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