Our Team is here to help you develop your financial freedom so you can have peace of mind

Meet Our Exceptional Team

Every member of our team is dedicated to giving you world-class client service and an exceptional experience working with us. We believe in cultivating close relationships and personal friendships with each of our clients. We’re also simply fun people to be around, and our clients actually look forward to coming to our offices to meet together.

No matter which of our advisors you work with, or which of our support team you connect with, we’re confident that your experience with SGL will be unlike that of any other advisory firm. If you need to get in touch with your advisor or with one of our team members, find them below to view more details and to see their contact information.

Steve Lewit RFC
President & Co-Founder
Phone Number
Email Address
Gabriel Lewit CFP®
CEO & Co-Founder
Phone Number
Email Address
Steve Thomas
Chief Operations Officer
Phone Number
Email Address
Jennifer Raimondi CPA
Director of Finance
Phone Number
Katelyn Sabatini
Director of Operations
Phone Number
Melvin Lubelski
Phone Number
Joseph Cordaro
Client Experience Director
Phone Number
Sarai Delgado
Office Manager
Phone Number
David Johnson CPA
Director of Tax Services
Phone Number
Cody Chandler
Client Account Representative
Phone Number
Lauren Martin
Graphic Designer
Phone Number
Email Address

Before You Go, Get Your Free e-Book

The Top 12 Investment Mistakes to Avoid

The Top 12 Investment Mistakes To Avoid
  • Key investing mistakes you can easily avoid
  • Potentially save thousands in investing fees
  • Maximize your return and minimize risk

    Get Instant Access!

    Your information is kept confidential and secure

    PLUS Receive Our Exclusive Educational Content: 100% Free. Delivered Weekly.
    • SGL Emails
    • SGL TV
    • SGL Radio
    • Event Invitations

    Get Your Free Portfolio Analysis

    We'd like to also invite you for a free portfolio analysis with one of our expert advisors — a $500 value at no cost and no obligation to you!

    Schedule Your Free Portfolio Analysis