Our Team

Investment Advisors

The SFE team has been advising clients and other financial advisory firms for more than 40 years. SFE investment professionals have backgrounds in a variety of businesses and avocations, enriching their understanding of finance, law and accounting — as well as investing.

Jon Kmett
President &
CFO
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Teri McCasland
Secretary, Chief Compliance Officer
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Charles Bohlen
Chief Investment Officer
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James Moylan
Lead Portfolio Manager
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David Thomsen
Business Development
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Oliver Nihan
Analyst
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Ed Ternan - SFEIC

Ed Ternan
Financial Advisor
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Client Services Associates

Donna Arnold
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Gloria Avalos
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Christy Corral
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Charlotte Salinas
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