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Who we are

Our firm was founded on the principles of sincerely fostering long term relationships with our clients and helping them achieve their goals. SC Financial Group believes financial planning should be at the core of an individual’s uniquely tailored investment strategy.

You can schedule an appointment below to see the difference we provide or give our office a call at 425-451-2950.

Shane Cloninger

Shane Cloninger

LPL Registered Principal

Shane Cloninger has over 30 years of experience in financial services. He founded SC Financial Group, LLC and is a LPL Registered Principal. Mr. Cloninger graduated from Southern Connecticut State University in 1990 with a Bachelors of Science degree in Economics/Finance. He currently hosts the ‘Retirement Freedom’ radio show, a live call-in talk radio show developed to help the average investor gain clarity on a very complex financial world. ‘Retirement Freedom’ can be heard live Saturdays at 10am on 820 AM KGNW The Word and simulcast on 1300 AM The Answer. The show has been on other stations in the past including KVI 570 AM and KTTH 770 AM. The show has been on the air in the Pacific Northwest for over a decade. He has been a speaker at numerous financial conferences across the country and has personally hosted hundreds of investment and insurance workshops and seminars over the years.

Mr. Cloninger has focused his career on retirement income strategies, investor education, and management of client portfolios. He has served on the boards of the Watts Foundation and the Everett Community College Foundation. His belief in education is driven by his own personal experiences both academic and professional. Shane enjoys hiking, backpacking, and fishing in the Pacific Northwest with his family and friends.

Alex Carter, CFP®

Alex Carter, CFP®

Financial Advisor

Alex is a Certified Financial Planner™, registered representative of LPL Financial and has been with SC Financial Group, LLC since 2011. Alex graduated from Oregon State University with a Bachelor’s of Science degree in Business Entrepreneurship. Alex specializes in providing comprehensive financial advising, and taking a holistic approach to financial planning by incorporating all aspects of a client’s life and goals into a comprehensive financial plan. As a CFP®, Alex has expertise in providing services including investment management, retirement planning, tax planning, income planning, insurance, education and estate planning.

Alex with his wife Brittney and son Hendrix enjoy spending time outdoors, hiking and camping with their two dogs Jack and Cooper. Alex is the co-host on the ‘Retirement Freedom’ radio show, a live call-in radio show developed to help the average investor gain clarity on a very complex financial world. ‘Retirement Freedom’ has been on the air since 2008 and can be heard Saturdays at 10am on 820 AM KGNW & 1300 AM KKOL. The show has been on other stations in the past including KVI 570 AM, and KTTH 770 AM. The show has been on the air in the Pacific Northwest for over a decade.

Robert Davis

LPL Registered Financial Advisor

Robert Davis is a registered representative of LPL Financial. He joined SC Financial Group in 2018 after having worked 15 years in Information Technology. Since Susan Carter retired, Robert has been regularly cohosting our Retirement Freedom radio show with host Shane Cloninger. Tune in and catch the show via iHeart radio or directly on 820AM/1390AM at 10’oclock Saturday mornings. From help desk to project lead and consumer calls to boardrooms, Robert’s breadth of experience in problem solving and relating to clients makes him a natural fit on our team. Prior to his IT work at Liberty Mutual and Safeco Insurance, Robert attended the University of Washington and completed 6 years of honorable service in the United States Navy.

Outside of work, Mr. Davis enjoys spending time with his wife and children. A fair-weather hiker and fishermen, he also finds camping enjoyable. Robert took on one of his life-long goals late in 2008 when he began training to climb Mt. Rainier, and successfully reached the summit in July of 2009.

Rumesh Senanayake

Rumesh Senanayake

LPL Financial Advisor/Practice Manager

Rumesh is a registered representative of LPL Financial. Originally from Sri Lanka, Rumesh moved to the United States with his wife in 2011 to pursue his dreams in life. He graduated from the University of Washington with a Bachelor of Arts degree in Business Administration with a concentration in Finance. Being naturally drawn to finance and his genuine desire to help people are the two core reasons why he became a Financial Advisor. Rumesh prides himself on giving clients a holistic view of their finances, not because it’s useful, but because it’s necessary. Rumesh provides services including financial planning, risk management through insurance, small business planning, estate/legacy planning, and investment management.

Rumesh and his wife are drawn to travel and try to visit a different country each year. When he’s not out touring the gorgeous landscape of Ireland, you will likely find him playing basketball, another passion of his – which he had the privilege of playing for his home country (Sri Lanka).

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Complimentary Session

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Session

60+ mins

Discovery Session

15 mins

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Schedule Your
Complimentary Session

Full Session

60+ mins

Discovery Session

15 mins

Prefer to meet with a specific advisor?

Download Financial Fact Finder