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
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Email Address
Gabriel Lewit
CEO & Co-Founder
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Email Address
Steve Thomas
Chief Operations Officer
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Email Address
Joseph Cordaro
Client Experience Director
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Sarai Delgado
Office Manager
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Chris Dahle
Director of Financial Planning
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Email Address
Katelyn Sabatini
Director of Marketing
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Lauren Martin
Graphic Designer
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Email Address
Jennifer Raimondi
Finance Director
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