Sammy J. Grant, J.D., CPA, CFP®, CLU

President

Sammy Grant is the Founder and President of SG Financial Advisors, LLC. He brings a wealth of educational and professional experience in all areas of investment management and financial planning. Prior to starting the firm, Sammy spent years working for one of the largest accounting firms in the world and one of the most respected fee-only wealth management firms in the Southeast.

As an attorney, a Certified Public Accountant, a Certified Financial PlannerTM professional and a Chartered Life Underwriter, Sammy offers a one stop shop for his clients. Sammy has worked with clients just starting a career and those already worth in excess of $100 million dollars. He has served high level corporate executives and small family business owners. Sammy has been quoted in The Wall Street Journal, Investor's Business Daily, MSN Money, BusinessWeek, Financial Advisor, and Financial Planning.  Sammy was recently named a 40 Under 40 Up & Comer by the Atlanta Business Chronicle and one of the Top 250 Wealth Advisors in the US by Worth Magazine.  He was also the recipient of the prestigious Abe Schwartz Young Leadership Award, named one of the top independent advisors by Barron's, and was recognized as the founder of one of the fastest growing businesses operated by a UGA alumnus.

Sammy, a native Atlantan, also gives back to his community. He currently serves on the Board of Directors for the Marcus Jewish Community Center of Atlanta, Hillels of Georgia, Housemate Match and Home But Not Alone, and the Jewish Federation of Greater Atlanta. He has also served on the Dean search committee for the Terry College of Business at the University of Georgia.

Sammy and his wife live in Sandy Springs, Georgia, with their three children. Sammy's hobbies include home improvement, triathlons and Georgia Bulldog football.

 

Russell E. Wood, CFP®

Chief Investment Strategist

Russ joined SG Financial Advisors, LLC, in August of 2005.  Prior to joining the firm, Russ spent nearly five years working for one of the largest fee-only financial planning and investment advisory firms in the Southeast.  Prior to becoming a financial advisor, Russ served in the United States Navy as a nuclear-trained officer.

Russ’s undergraduate degree in mechanical engineering and his Navy nuclear power training helped him develop strong analytical skills that have served him well as an investment advisor.  Earning a master’s degree in personal financial planning and achieving the Certified Financial PlannerTM professional designation provided Russ with the comprehensive training necessary to advise a diverse clientele.   

Russ and his wife live in Cobb County, Georgia, with their two sons.  Russ spends his leisure time playing tennis or golf, reading, or giving back to his community.   As a volunteer for Junior Achievement, Russ helped to teach the value of financial acumen and entrepreneurialism to local high school students.  He currently serves as committee chair of The Rotary Club of Marietta and as a Director of the Estate Planning Council of North Georgia.