Who We Are
Scott Groskreutz
Scotty G is an Amazon Best-Selling author Expedition Retirement and the strategist behind the Scotty G Money YouTube channel. His insights on retirement planning have been featured in Fox News and USA Today, where he helps pre-retirees trade financial noise for a clear, actionable game plan.
A graduate of BYU-Hawaii, Scotty is a fully licensed professional holding his Series 65 securities license and life and health insurance licenses. He is dedicated to ensuring your investments and protections are mechanically aligned with the adventurous life you actually want to live, replacing amateur guesswork with professional precision.
Nick Van Noort, CFP®
Nick is a CERTIFIED FINANCIAL PLANNER® who helps highly successful professionals organize the chaos behind their balance sheets. Drawing on a decade of service in the U.S. Army and over 13 years of wealth management experience at firms like Fidelity Investments and Personal Capital, Nick brings a unique blend of strategic discipline and deep financial mastery to his clients.
During his time at massive institutions, Nick realized traditional finance is built to manage money, not design lives. For driven professionals, personal wealth often becomes an afterthought to the demands of their practice. At SG Financial, Nick changes that equation. By building a clear Cash Flow Blueprint, he provides the exact direction needed for a smooth Ascent toward Financial Independence. His philosophy is simple: you’ve spent decades advising others; now it’s time to build a plan that funds the life you actually want to live.
Douglas L. McDermott, ChFC®
Doug is a seasoned strategist who has been navigating the financial landscape since 1979. Rather than focusing on industry noise, Doug prioritizes the high-level architecture of a successful retirement, specializing in the critical transition from asset accumulation to sustainable income and wealth preservation.
He holds two of the industry’s most respected advanced designations—Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®)—representing a deep technical mastery of the total financial planning process. His approach is built on the reality that an amateur "hope-based" strategy is not a plan. Instead, he focuses on creating mechanically sound frameworks that protect a client's lifestyle against market volatility and the rising costs of longevity. Doug is dedicated to providing the professional precision necessary to ensure your retirement is built on a foundation of clarity and long-term stability.
Our Story
SG Financial was built on clarity, confidence, and client-focused guidance. Over the years, we’ve helped individuals and families navigate the complexities of retirement and wealth management, creating strategies that align with real-life goals.
Our story is simple: to empower clients to take control of their financial future with confidence and structure. If you have questions or need assistance, our team is here to help.