THE SFI TEAM

Robert Strauss is the CEO and Founder of the Disciplined Advisor Network. Bob is an honors graduate of the Wharton School at the University of Pennsylvania, and received his law degree from the Boston University School of Law. Bob practiced employee benefits law prior to his 25 years as an insurance consultant and concept innovator. As inventor of Financed SFI, Private SFI and Asset Based SFI, Bob is currently focused on servicing agents and improving the SFI family of strategies.

Jason Denker is Chief Marketing Officer, overseeing new business development, agent relations and sales. Jason is a graduate of the University of Michigan, where he received a B.A. in Economics. Jason worked as a Mortgage Broker on Wall Street and spent seven years at a venture capital firm.

Barry Ogdon is Vice President of Strategic Design and oversees new proposal development, including illustration, spreadsheet analysis and review. Barry received his B.A. in English from Syracuse University and served as Founder and President of Ogdon Direct Marketing.

Cathy Rose is Chief Operating Officer and Finance Manager. Cathy is responsible for application processing, finance, loan acquisition, and loan renewal. Cathy graduated from the University of Washington with a degree in Economics. Prior, Cathy served as CFO of a multi-generation family business.