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Experienced Advocates & Friendly Faces

Meet Your Financial Planning Partners

Welcome to SGK Wealth Advisors.
Proud Members of the Schwab Advisor Network

Beyond the industry standards and regulations we’re held to as an independent firm, we’ve qualified as members of the elite and exclusive Schwab Advisor Network since its inception. As members, we are held to a rigorous set of standards above industry regulations in how we work with our clients and aspire to meet their needs every day.

This recognition, along with our desire to make a difference in the lives of others, has our team members always striving for excellence in everything we do.

Meet Our Team

Marcia Bisaga Photo
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Marcia Bisaga

I have been with SGK since early 2017 and love my job and my clients.  I work on the Operations and Client Services team.  I love music, a good movie or theater play, and am always in the middle of a book.  I live in Leesburg with my husband and have a grown, married son and a daughter still in college.

Jeff Gordon, CFA® Photo
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Jeff Gordon, CFA®

Partner & Co-Founder

Jeff Gordon, CFA®

Partner & Co-Founder

jeff@sgkwealthadvisors.com

I joined the firm in 2002.  My role is portfolio manager responsible for customizing client accounts.  I spend the majority of my day doing research, staying on top of portfolios and writing commentary and reports.  I received a bachelor of science in Commerce with distinction from University of Virginia’s McIntire School with a double major in Finance and Marketing.  I hold an MBA with a major in Finance and a concentration in investment management from The Wharton School of Business. I have earned the Chartered Financial Analyst (CFA) designation and hold membership in the CFA Society of Washington, D.C. and the New York Society of Security Analysts.  Being a native Washingtonian, I enjoy being a DC sports fan and derive endless joy from futbol. 

Emily Holmes Photo
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Emily Holmes

Hello!

I joined the SGK team in June 2019. As part of the Financial Planning team, I help prepare for meetings, as well as, make updates to plans after the meetings. When I’m not working, I enjoy hiking, being outside, traveling, and watching Hokie sports. I’m passionate about helping people achieve their goals through Financial Planning. I love getting to know people and their stories. If you ever want to chat, feel free to give me a call!

Naseema Jasat Photo
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Naseema Jasat

Naseema Jasat RP®

naseema@sgkwealthadvisors.com

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.

Darren Koch, CFP® CEPA Photo
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Darren Koch, CFP® CEPA

Partner & Co-Founder

Darren Koch CFP® CEPA

Partner & Co-Founder

darren@sgkwealthadvisors.com

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.

Lisa G. Martin Photo
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Lisa G. Martin

I’ve been with SGK for over ten years now and I love the connection that brings to our clients and the company. My job here is to make happen what needs to happen, whether that’s working through paperwork with clients to organizing the annual open house. Every day something new is happening in one of our clients lives, and they know they can turn to me to help them work through it. I live in the woods with my dog, I love my trees and working in the yard, he loves all the critters to chase. I live minutes to Shenandoah National Park and love all the hiking that brings me and everyone who visits.

Education

Lisa has a AAS in Paralegal Studies from Lehigh Carbon Community College and a BS in Business Administration from Albright College.

Emily Morris, CFP® Photo
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Emily Morris, CFP®

Emily Morris, CFP®

emorris@sgkwealthadvisors.com

Cheers!

I joined the SGK team in August 2019. In addition to being a member of the financial planning team, I’m responsible for strategic development with our Schwab Advisor Network partners. I’m a wellness junkie, CFP® Professional, NSCA® Certified Strength and Conditioning Coach, healthy(ish) cook, and a dog mom. I’m passionate about comprehensive wellness – financial, physical, mental and helping others lead a healthier wealthier life!

Karen Showalter, CPA® Photo
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Karen Showalter, CPA®

Karen Showalter, CPA

karen@sgkwealthadvisors.com

As a CPA, in 2014 when I began my journey at SGK, I was intrigued with the opportunity of changing my path of being employed in public accounting to one of working with a successful wealth management investment firm where I could focus my skills in the area of compliance and facilitate management of the firm. I am a long standing member of the American Institute of CPA’s and the Virginia Society of CPA’s. I am active in my local community, and I am an avid gardener and reader.

John S. Steigerwald Photo
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John S. Steigerwald

Partner & Co-Founder

John S. Steigerwald

Partner & Co-Founder

john@sgkwealthadvisors.com

As the founding partner of the firm, I have fostered my focus on excellence and outreach not only to my other partners, but to all of my employees here at SGK. It is the founding principal at the company, and I am proud of my team for helping all of our clients to reach their goals through communication and dedication. My day-to-day responsibilities are varied, mainly investing client accounts and working closely with clients to get their money working for them in an appropriate, risk adjusted way. But my main role at SGK is strategic planning, keeping our strong culture of compliance and transparency in mind while working to grow the firm. I hold an MBA with a major in Finance and a concentration in investment management from The Wharton School, University of Pennsylvania. I live locally in Loudoun County and being a part of the community is important to me, through my service on the Loudoun Crime Commission Board to supporting Loudoun Soccer and other area youth organizations. I spend most of my free time taking my kids to their sports practice, taking my dogs to the creek, and getting coffee at my local hangouts.

Jennifer Wiggins Photo
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Jennifer Wiggins

I joined SGK in March 2020 to help with operations and the Client Services team.  I’m proud to call myself a member of this amazing team and work family.  I am currently working on earning my degree in accounting.  I’m a cat lady, an enthusiastic baker, and a mom. If I’m not studying, you can usually find me with my nose in my Kindle and watching something in the oven.