Goheen Financial Group

Meet the Team

 

Shawn E. Goheen - President, Goheen Financial, LP

Shawn Goheen is founder and president of Goheen Financial Group, a privately owned financial services company in Sugar Land, Texas. The firm specializes in uniquely integrated offerings of estate planning, investments, retirement planning, wealth management and individual and corporate benefits.

Shawn is a 20-year veteran of the financial services industry. Long recognizing the lack of specialized financial planning and asset management for successful entrepreneurs, Shawn founded Goheen Financial – an ideal fit with the region’s growth and strong economic climate.

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Keith A. Borgfeldt - Executive Vice President, Investments

Keith brings nearly 20 years of successful financial services experience to Goheen Financial Group. Keith prides himself on his client relationships, sharing a mutual understanding of each client’s goals while applying his expertise and enthusiasm to achieve them. As a testament to his talent for generating client satisfaction and loyalty, Keith has served many of his current clients for well over ten years.

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Michael T. Jones-Investment Adviser Representative

Michael adds additional financial services industry experience to Goheen Financial Group having been in the industry since 1998. Michael strives to determine and then implement through his investment knowledge successful ways of realizing client’s goals using a wide range of investment vehicles. Michael maintains client relationships through trust and genuine affection helping clients achieve their specific and often uniquely personalized path to financial success.

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Holly J. Langford- Operations Manager

Goheen Financial Group, LP Administration Department is managed by Holly Langford. In this role, Holly supports our staff with Human Resources, payroll and employee benefits. She manages the firm’s accounts payable and receivable divisions and database management. In her role as Executive Assistant, Holly supports Mr. Goheen with affluent clients, marketing and company events. Holly also manages the Term Life Insurance Division. Holly has more than 15 years of experience as an office manager and administrator. She has been with Shawn since February 2003.



Stacy L. Campbell- Group Health Coordinator

Stacy has been with Goheen Financial Group since May, 2005. Stacy’s responsibilities include marketing and client services within the Group and Individual Insurance and Employee Benefits divisions of our firm. With over 10 years of experience in the Health Insurance industry, Stacy’s exceptional knowledge of Group Health Benefits enables her to provide outstanding and knowledgeable customer service.



Jared Kenney- Consultant Broker

Jared has been with Goheen Financial Group since March, 2006. Jared attended Kansas State University where he studied Marketing and Economics. Jared’s responsibilities include marketing and consulting for our Group Health, Individual Life Insurance and Energy Brokerage divisions. Jared also heads a nationwide Producers group that markets and sells fixed Annuities and Insurance. Jared’s enthusiastic approach to marketing and consulting lends a new dynamic to our sales division.





Goheen Financial Group, LP ▪ 16400 Kensington Dr., Sugar Land, Texas 77479 ▪ direct: 281.491.2821 ▪ fax: 281.491.2764

Securities offered through NEXT Financial Group, Inc.
Member FINRA/SIPC
Goheen Financial Group, LP is not an affiliate of NEXT Financial Group, Inc.