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John S. SteigerwaldJohn S. Steigerwald

Responsibilities: As Partner and Co-Founder of Steigerwald, Gordon & Koch Wealth Advisors, John's activities are focused on a broad range of strategic matters, with emphasis on operational excellence. He has overall responsibility for implementing and executing the mission and vision of the Company, providing each client with an investment experience dedicated to achieving each client's goals. John is committed to partner with the rest of the SGK Wealth Advisors team to grow the firm while maintaining its strong culture of compliance and transparency.

Experience: Prior to receiving his MBA, John spent 6 years at Xerox in senior level sales, marketing and training positions before being leaving to pursue his graduate studies.  While attending The Wharton School of Business, John worked at Goldman Sachs in New York and Philadelphia. There he worked in the company’s Fixed Income and Private Client Services divisions. He started his own financial services firm in 1995.  

Education and Credentials: University of Manitoba, Bachelor of Arts (Advanced), Applied Economics and The Wharton School of Business, University of Pennsylvania, MBA, Finance and Investment Management.

Interests: Long active in sports activities, John was an avid hockey player (he did grow up in Canada after all).  He played Junior hockey in Canada and was a member of the Manitoba provincial rugby team.  Currently, he enjoys downhill skiing, sailing, waterskiing and fishing with his family while vacationing in Canada.  At present, John serves as Chairman of the Board of Blue Ridge Speech & Hearing, Loudoun County’s largest non-profit organization serving underprivileged children and seniors with needs in these areas.  He has worked with youth extensively in the past through Positive Youth Works, Junior Achievement and the Young Entrepreneurs Program.  He was also Chairman of Fundraising for Christmas in April while attending Wharton.  John and his family live in Leesburg, Virginia. 
Jeff GordonJeff Gordon, CFA®  

Responsibilities: Jeff’s main role  is to insure that the investments he makes for his clients are good values – getting a dollar’s worth of assets for less. He accomplishes this by seeking out companies that have a catalyst or competitive advantage and may be overlooked or overly discounted by the market. Experience:  Jeff began his career as a Financial Analyst for Kidder Peabody in 1992. Leaving after two years to start  the MBA program, he took a summer internship studying the chemical and trucking industries for Neuberger Berman where he was recruited and soon  became a Vice President and Portfolio Manager for Citigroup Asset Management/Salomon Smith Barney in New York where he primarily managed trust accounts for high net worth individuals and small corporations. In 2002, Jeff left Citigroup to join SGK Wealth Advisors.

Education and Credentials:  Jeff earned a BS in Commerce with distinction from the University of Virginia with a double major in Finance and Marketing. He went on to earn an MBA with a major in Finance and a concentration in investment management from The Wharton School of Business, University of Pennsylvania. In addition to being a Chartered Financial Analyst (CFA), Jeff is a member of the Wharton Club of DC, the CFA Society of Washington, D.C. and the New York Society of Security Analysts. With his wealth management expertise, Jeff is a frequent participant at speaking engagements for Schwab clients and groups of medium and large businesses. 

Interests: Married with two children and living in Herndon, Virginia, Jeff loves reading, travel and soccer.

Darren KochDarren Koch, CFP® CEPA


Responsibilities: Darren is committed to analyzing the various options available to clients and offering them solutions that provide them the greatest amount of control and flexibility over their circumstances. Experience:  Darren has worked with a variety of nationally recognized financial planning and investment management firms in the Washington metro area since 1993.  For over 16 years Darren has managed affluent client relationships and worked directly with business owners, professionals, and retirees, strategizing retirement plan selection and implementing comprehensive retirement income planning solutions. This diverse wealth of experience he brings to his clients when developing comprehensive financial plans create a positive and productive wealth management experience.  Darren is often invited as a guest speaker to discuss retirement planning and wealth management topics. 

Education and Credentials:  Darren graduated from Radford University. He is a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA). From the College of Financial Planning, he has earned the following designations: Chartered Retirement Plans Specialist (CRPS®), Chartered Mutual Fund Counselor (CMFC®), Accredited Asset Management Specialist (AAMS®).

Interests: Darren enjoys hiking with his family and practicing golf, is a Northern Virginia native and currently lives with his family in Leesburg.
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Lisa G. Martin

Responsibilities: Lisa’s responsibilities run the gamut from opening accounts, running reports, maintaining client communications, database management and general office support.

Experience:
Lisa brings a wealth of experience to her position, providing customer support and general back office responsibilities. As a Financial Analyst at Financial Services of Rockville, MD, she developed an acute understanding of the needs for prompt and efficient customer service. Prior to her FSA experience, she was in both customer service and operations at Ace Products and McQueen Ball.
Education:  Lisa has a AAS in Paralegal Studies from Lehigh Carbon Community College and a BS in Business Administration from Albright College.

Interests: Lisa is involved in several activities such as biking, hiking and target shooting, as well as yoga, reading and knitting.
 
Naseema Jasat, RP®
 
Responsibilities: As a registered Paraplanner and part of the Financial Planning team, Naseema will support Darren with all aspects of the financial planning process, to make it as efficient and as easy as possible for our clients. She will assist clients with creating solutions to their financial planning questions and issues.


Experience:  Naseema started her financial career in banking twenty eight years ago, with Barclays Bank PLC and Price Waterhouse and went on to form a three partner accounting firm. She has over twenty years of accounting, auditing and tax experience as well as financial planning and operations experience with domestic and international clientele.
 

Education:  Naseema comes to us from Botswana, Southern Africa.  She received her accounting qualification from the Chartered Institute of Management Accountants in the UK and her Registered Paraplanner certification from the College of Financial Planning. She has completed her financial planning education at Georgetown University and is currently pursuing her CFP®

 

Interests:  Naseema enjoys reading, the theatre and travel. She resides in Northern Virginia with her daughter.

 
 Karen Showalter, CPA

Responsibilities: Karen is the SGK Wealth Advisors team member who manages the flow of information within the firm. She manages all the company’s databases and helps facilitate account activity and statements for clients. 


Experience:
With over thirty years of experience in the public sector, corporate finance and non-profit positions including KPMG, Vistan Corporation, the National Sporting Library and working independently for prominent families in the Fauquier County area, Karen’s experience at SGK Wealth Advisors has made her a key member of the SGK Wealth Advisors team. Her experience and training has enabled her to maintain and improve systems that insure the highest level of client relations and account accuracy, from opening a new account to managing the flow of information to investors.

Education and Certifications:  Karen is a graduate of the University of Mary Washington where she earned a Bachelor’s Degree in Accounting. She is a Certified Public Accountant licensed in the State of Virginia since 1992 and a Certified Global Management Accountant since 2011. 

Interests: A resident of Marshall, Virginia, Karen is active in her local community, an avid gardener and reader.

Investor Rich Resources
 
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Investor Information including articles about the economy and market, and local, state and federal laws that affect your financial life

Quarterly Newsletter for SGK Wealth Advisors investors

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