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
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Email Address
 
Steve Thomas
Chief Operations Officer
Phone Number
Email Address
 
Trent Martin
Case Planning Director
Phone Number
Email Address
 
Joseph Cordaro
Client Experience Director
Phone Number
 
Sarai Delgado
Office Manager
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Jennifer Raimondi
Finance Director
Phone Number
 
Katelyn Sabatini
Marketing Director
Phone Number
 
Lauren Martin
Graphic Designer
Phone Number
Email Address
 
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