Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Firm Leadership

Cara Banchero 

Matthew Bond 

Neil Fluken 

Jerald Henderson, CFP®

Michael A. Schmitz 

Firm Support

Paula Aquino 

Martha Avey 

Amanda Henchcliffe 

Charlene Landsman

Janine Ramirez

Leann Yazzolino

Veronica Yoon

SGC Advisors

Robert Avey

Leah Davis

Anthony Diregolo, CFP®

Peter Evans, CLU® , ChFC®

Jason Heise, CFP®

Jovin Jackson

John D. Lee, CFP®

Lee Michael Murphy

Tom O'Brien, CFP®

Aaron Peabody

Greg Rivers

Andy Roberson,  CFP®

Justin Skelton

Bob Stafford, CFP®, CLU® 

Joseph D. Winslow

SGC Affiliated Advisors

Neil Anderson

Nathan Bennett

Wayne Deutscher

Nick Dollwet

Kirk Dryden

David Hill

Michael Lahl

Gary LaMusga

Don LeDoux

Laura O'Brien

Liz Ostenberg 

Robert Ostenberg, CFS

Vanessa Savage

Steve Wilcox