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
 
Robert Eisenberg
Financial Advisor
Phone Number
 
Dan Fitzgerald
Financial Advisor
Phone Number
 
Steve Thomas
Chief Compliance Officer
Phone Number
Email Address
 
Katelyn Sabatini
Director of Marketing & Operations
Phone Number
 
Jennifer Raimondi CPA
Director of Finance
Phone Number
 
Joseph Cordaro
Director of Client Experience
Phone Number
 
Melvin Lubelski
Paraplanner
Phone Number
 
Sarai Delgado
Office Manager
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Lauren Martin
Graphic Designer
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Email Address
 
Charise Dillon
Executive Assistant
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Email Address
 
Martin Kohlieber
Paraplanner
Phone Number
 
Tracy Seagren
Sr. Relationship Manager
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David Padlo
Sr. Relationship Manager
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Email Address
 
Keith Tasca, CPA
Sr. Tax Manager
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Email Address
 
Rajalekshmi Pillai, EA
Tax Accountant
Phone Number
Email Address
 
Patrick Ofenloch
New Business Specialist
Phone Number
 
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