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
CEO & Co-Founder
Phone Number
Email Address
 
Jim Barnash CFP
Financial Planner
Phone Number
 
Ryan Behrends
Associate Planner
Phone Number
 
Kelly Moore
Director of Client Services
Phone Number
Email Address
 
Joseph Cordaro
Marketing Director
Phone Number
 
Tom Michalowski
Case Planning Specialist
Phone Number
 
Chelsea Jaskowiak
Office Manager
Phone Number
 
Jennifer Eberwein
Director of Finance
Phone Number
 
Cliff Helfer
Director of Accounting
Phone Number
Email Address
 
Damian Barnes
Creative Director
Phone Number
Email Address
 
Lauren Martin
Graphic Designer
Phone Number
Email Address
 
Chris Boren
Web Developer
Phone Number
Email Address
 
Steve Thomas
Chief Operations Officer
Phone Number
Email Address
 
Bill Boscow CLU, ChFC, RICP
VP of Business Development
Phone Number
Email Address
 
Trent Martin
VP of Business Development
Phone Number
Email Address
 
Close
Close

WAIT! Don't leave yet!
(this will look much better once complete)

I just wanted to get the hard part of coding the popup complete.. anyway, here's your government issued latin gibberish:

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.