SFG Wealth Management

Gregory Vermeulen is a financial advisor at SFG Wealth Management with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SFG Wealth Management since 2016, with prior experience at LPL Financial and Guardian Life. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets through a team of nine advisors. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a broad range of financial planning and consulting services.

Timothy Carne is a financial advisor with SFG Wealth Management in Towson, MD, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with SFG Wealth Management since 2016 and has also been associated with LPL Financial LLC since 2012. Outside of his advisory work, he is licensed as a non-variable insurance agent. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, client-focused process that integrates multiple analytical methods and offers a range of investment options, including access to algorithmic model platforms and specialized planning services such as corporate structure and tax planning.

Lawrence Leitch is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with SFG Wealth Management since 2016 and has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he acts as a broker for various non-variable insurance products from multiple carriers. SFG Wealth Management serves individual and high-net-worth clients as well as institutional entities, offering portfolio management, financial planning, retirement plan consulting, and access to multiple advisory programs. The firm employs a fiduciary, client-focused process with a disciplined fixed-income approach and utilizes a range of investment vehicles and model portfolios.

William Sokol is a financial advisor at SFG Wealth Management in Towson, MD, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, M Holdings Securities, and The L. Warner Companies. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a broad range of financial planning and portfolio management services.

Eric Hart is a financial advisor at SFG Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has been with SFG Wealth Management since 2016, also maintaining a role at LPL Financial since 2014. SFG Wealth Management serves individual and high-net-worth clients, as well as trusts, retirement plans, and business entities, managing approximately $760 million in client assets. The firm emphasizes asset allocation and diversified fixed-income strategies, utilizing both long-term and active trading techniques alongside model-driven portfolios and offers a broad range of financial planning and consulting services.

Ryan Mc Coy is a financial advisor at SFG Wealth Management with a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and has held roles outside of finance including positions at Mount Vernon Nazarene University and Chick-fil-A. SFG Wealth Management serves individual, high-net-worth, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary, client-focused approach with diversified investment strategies and offers specialized planning services such as corporate structure and tax planning.

William Swartz is a CFP® certificant with 30 years of experience in financial advising. He has been with SFG Wealth Management since 2017 and previously worked at Transamerica Capital Inc for seven years. Swartz is involved in teaching financial principles through a program affiliated with Dave Ramsey. SFG Wealth Management serves a diverse client base including individual, high-net-worth, and institutional clients. The firm employs a fiduciary, client-focused approach combining individualized asset allocation with multiple analytical methods and offers a range of investment options alongside specialized planning services such as corporate structure and tax planning.

Adam Ariosa is a CFP® professional with 17 years of industry experience. He has worked at SFG Wealth Management since 2016 and has been affiliated with LPL Financial since 2011. Outside of his advisory work, Ariosa serves as a lacrosse referee for local youth games. SFG Wealth Management serves individual and high-net-worth clients, trusts, retirement plans, and business entities, managing approximately $760 million in client assets through a team of advisors. The firm emphasizes asset allocation and diversified fixed-income strategies, employing both long-term and active trading techniques, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party money managers.

Michael Crabb is a CFP® professional with 18 years of experience in financial advising. He has worked at SFG Wealth Management since 2016 and has been associated with LPL Financial since 2012. Outside of his advisory role, he is also a commissioned notary. SFG Wealth Management serves individual, high-net-worth, and institutional clients, offering portfolio management, financial planning, retirement consulting, and access to various advisory programs. The firm employs a fiduciary process with diverse analytical methods and a disciplined fixed-income strategy, providing a range of investment options including mutual funds, ETFs, options, and algorithmic models.