John H. Sampers, CLU®, ChFC®
Managing Director and Financial Advisor
John H. Sampers is a financial consultant and strategist with over 20 years of experience working to achieve client goals in the individual, corporate and philanthropic markets. John is responsible with providing the market leadership of SFI Advisors with strategic direction. With the ever changing market and regulatory conditions, John collaborates with team leaders to assure the continual alignment of SFI’s Strategic Review and Planning Services with the attainment of client goals.
John earned a BA from Davidson College and holds the Chartered Financial Consultant® and Chartered Life Underwriter® designations. He is an Investment Advisor Representative of SFI Advisors and a Registered Representative with Private Client Services and has General Securities Representative (Series 7), General Securities Principal (Series 24), Municipal Fund Securities Limited Principal (Series 51), Uniform Securities Agent State Law (Series 63) and Uniform Investment Advisor Law (Series 65) licenses. Check the background of this investment professional on FINRA’s BrokerCheck
Scott R. Smith, CFA®
Director, Investment Management
Scott R. Smith serves as portfolio manager and financial analyst for SFI Advisors for individual and institutional clients. He is responsible for portfolio management. Scott joined SFI Advisors in 2003 from Merrill Lynch Investment Managers, where he served sixteen years actively managing assets in excess of $450 million. His expertise adds further sophistication to SFI Advisors discretionary money management capabilities. Client objectives include stock and bond portfolios invested in US, global and international capital investments.
Scott is a Chartered Financial Analyst® and has successfully passed the Certified Public Accountant exams. He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research. Scott is an Investment Advisor Representative of SFI Advisor Services. Check the background of this investment professional on FINRA’s BrokerCheck
Peter E. Goodman, CLU®, ChFC®, MBA
Director, Insurance Services
Peter E. Goodman leads SFI Advisors Insurance and Risk Management Services. Peter has over 25 years’ experience in working with clients in the individual and corporate markets. His experience includes wealth management and estate planning, business owner and key person succession, executive benefits and qualified retirement plans. His knowledge of life, disability and long-term-care insurance products combined with risk management techniques helps clients protect against risk while positioning them to capture opportunities and achieve their goals.
Peter holds an MBA in finance from Vanderbilt University and a BA from Davidson College. He joined SFI Advisors in January 2001 through a merger with Phillip E. Goodman, Inc. Prior to this work, Peter worked for the Henry Deppe Guardian Life Agency. He is past president of RADA (Retirement Advisors and Designers of America) and a member of Lion Street. Peter has earned the Accredited Estate Planner (AEP), Chartered Life Underwriter® and Chartered Financial Consultant® designations, as well as the General Securities Representative (Series 7) license.
Peter is an Investment Advisor Representative with SFI Advisors and a Registered Representative of Private Client Services. Check the background of this investment professional on FINRA’s BrokerCheck
Christopher R. Sampers, CFP®, AIF®
Director, Corporate Services
Chris R. Sampers is an advisor to the corporate markets and consults closely with the individual business owners and executives who run those companies. With over 15 years of experience in the design, implementation and management of corporate benefit plans, 401(k) and retirement plan programs, Chris leads SFI Advisors Corporate Benefits team. Chris is responsible for the delivery of solutions that drive corporate policy and investment decisions, establish key metrics and align incentives and accountabilities.
Chris graduated from Furman University with a BA in business administration and finance. He is a CERTIFIED FINANCIAL PLANNER™ and was awarded the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies™. The AIF® designation signifies specialization of fiduciary responsibility and implementation of policies and procedures that meet a defined standard of care. Prior to joining SFI Advisors in 2003, Chris worked with New England Financial.
Chris is an Investment Advisor Representative with SFI Advisors and a Registered Representative of Private Client Services. Check the background of this investment professional on FINRA’s BrokerCheck
Joel A. Schreiber, CFP®
Director, Financial Planning
Joel A. Schreiber is a leading financial planner with over 20 years’ experience in helping successful people grow and protect their wealth. Joel is responsible for leading SFI’s Strategic Financial Planner Service and tailored solutions to client’s specific planning objectives. Prior to joining SFI in 2006, Joel served as a financial advisor with Ameriprise, where he designed financial plans and managed investments for successful individuals and their families..
Joel graduated from University of Maryland’s Smith School of Business with an MBA in finance in 1989. He holds the CERTIFIED FINANCIAL PLANNER™ designation and has General Securities Representative (Series 7) and Uniform Securities Agent State Law (Series 63) licenses, as well as Life, Health and Variable Annuity licenses. Joel is an Investment Advisor Representative with SFI Advisors. Check the background of this investment professional on FINRA’s BrokerCheck
Client Service Leader – Corporate Benefits Accounts
Debbie Ashley is responsible for leading the Client Service team for SFI Advisors’ Corporate Accounts. Debbie joined SFI Advisors in early 2010 to support SFI Advisors’ Strategic Employee Benefits Services team. Debbie has over 30 years’ experience supporting corporate clients with their medical, dental and ancillary lines of coverage. Debbie works closely with SFI Advisors’ Corporate Services leadership and oversees the team’s resolution of issues at both the corporate and individual employee level. She holds life and health licenses.
Debbie and her husband Rod have been married for 35 years and have three grown children and one granddaughter. They are avid sports fans and enjoy their time supporting the local teams.
James P. Lawler
Client Services Leader
James is responsible for the Client Service experience of SFI Advisors. James joined the SFI team in March of 2008 to support SFI’s Insurance Services policy holder client services. James received his initial training by his father, insurance and financial services legend, Kevin Lawler. James has excelled in this Client Service role and over the years his responsibilities have grown to support of SFI’s client-centered mission.
James works closely with the business teams to coordinate the delivery of SFI’s Strategic Review and Planning Service offerings. James supports SFI’s quest to fulfill and exceed client expectations, through his leadership of SFI’s Client Services Team. James holds his life and health license. James graduated from St. Thomas Aquinas College with a B.S. in Business Administration.
Henry Sampers Jr., CLU®, ChFC®
Financial Advisor and Advisory Board Member
Henry Sampers Jr. is a founder of SFI Advisors and currently serves on the SFI’s Advisory Board. Henry previously served on the Charitable Planning Committee of the Association for Advanced Life Underwriting, a Washington, D.C., legislative and tax policy review group that represents the interests of individuals, businesses and the non-profit sector in the process of forming or revising federal tax initiatives. He is a Chartered Life Underwriter® and Chartered Financial Consultant®. Henry is also a life member of the Million Dollar Round.
Judith Panos, CLU®, AEP
Financial Advisor and Advisory Board Member
Judith Panos is a business and personal financial advisor working with SFI Advisors to address challenges and opportunities encountered by closely held business owners and successful individuals and their families. Judith’s expertise includes estate, business succession, retirement benefit, family legacy, life insurance and investment planning. Judith joined SFI Advisors in 2005, and her 35 years of industry experience and long-standing client relationships serve as a cornerstone for our team’s services.
Judith holds the Chartered Life Underwriter® and Advanced Estate Planning designations. She is a member of the Advanced Association of Life Underwriters, Million Dollar Roundtable, Top of the Table, Northern New Jersey Estate Tax Planning Counsel and the National Association of Life Underwriters. She is also a founding member of the Family Business Council of Greater New York and served as the chairperson of the Founding Members Forum. Judith is a Registered Representative with Private Client Services. Check the background of this investment professional on FINRA’s BrokerCheck