SGL Financial, LLC

Rahul Shirahatti is a financial advisor at SGL Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Coyle Financial Counsel, LLC and The Boeing Company. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation, long-term time horizons, and periodic portfolio reviews, often implementing strategies through third-party managers.

Dominic Demicco is a financial advisor at SGL Financial, LLC with four years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co, Thrivent Financial, and Guaranteed Rate. He is also a licensed insurance agent and offers various insurance products when appropriate. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates portfolio management with tax coordination through affiliations with specialized sub-advisers and tax advisory services.

Roger Cowen is a financial advisor with SGL Financial, LLC in West Hartford, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience and has worked at Wealth Financial Advisory Services, LLC since 2012. Additionally, he operates Cowen Tax Advisory Group, where he prepares tax returns and sells insurance and annuities. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and coordinates investment strategies with tax planning through affiliated services and third-party managers.

Lavonte Jones is a financial advisor at SGL Financial, LLC with credentials including Series 63 and Series 65 licenses and approximately four years of experience in the financial services industry. His prior experience includes roles at J.P. Morgan Securities, Koloni Inc., and Northwestern Mutual. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term time horizons, and offers portfolio implementation through third-party managers and sub-advisers.

Jennifer Raimondi is a financial advisor at SGL Financial, LLC with 11 years of industry experience. She holds a Series 65 designation and has been with SGL Financial since 2017. Prior to that, she worked at Verizon for one year. Ms. Raimondi is also a licensed insurance agent and may offer insurance products when appropriate. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term horizons, and uses third-party managers for portfolio implementation under a fiduciary standard.

Steven Thomas is a financial advisor at SGL Financial, LLC with 28 years of industry experience. He has been with Wealth Financial Advisory Services, LLC since 2014. Steven holds a Series 63 designation. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term investment horizons, and offers portfolios implemented through sub-advisers and third-party managers.

Andres Terronez is a financial advisor at SGL Financial, LLC with Series 63 and Series 65 credentials and over 11 years of industry experience. He has previously worked at Retirement Plan Advisors, Bank of America, and Merrill. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation, long-term time horizons, and periodic portfolio reviews, often implementing client strategies through third-party managers.

Steven Lewit is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has been associated with multiple firms, including KCD Financial, Tarkenton Financial, and Wealth Financial Group, with career history dating back more than three decades. Lewit is also CEO of Wealth-N, Inc. and serves as an agent for Tarkenton Financial LLC and J.G. Wentworth’s annuity purchase program. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term investment horizons, often implementing strategies through third-party managers.

Gabriel Lewit is a financial advisor at SGL Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and co-founded Wealth Financial Group, an insurance wholesaler and brokerage organization that supports and trains insurance agents. Lewit is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizes diversified asset allocation with long-term horizons, and commonly implements portfolios through third-party managers.

David Schmitz is a financial advisor with SGL Financial, LLC, holding a Series 65 credential and bringing 10 years of industry experience. He has been with SGL Financial since 2015 and has operated David Schmitz Insurance since 1994 as a licensed insurance agent. SGL Financial, LLC serves financially established individuals, high-net-worth clients, small businesses, and certain retirement plans by providing fee-based investment management, financial planning, and consulting. The firm follows a fiduciary standard, emphasizes diversified asset allocation and long-term horizons, and frequently utilizes third-party managers for portfolio implementation.

Robert Moore is a financial advisor with SGL Financial, LLC in Norman, OK, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Wealth Financial Advisory Services, LLC since 2013 and operates Moore Tax and Financial Services, which offers insurance products and basic income tax preparation. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm emphasizes diversified asset allocation, long-term time horizons, and integrates tax coordination through an exclusive sub-advisory relationship.

Dylan Cowen is a financial advisor at SGL Financial, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Financial Advisory Services, LLC since 2013 and Cowen Tax Advisory Group since 2011. He is also affiliated with an accounting firm. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation with a long-term focus, often implementing client strategies through third-party managers.

Robert Eisenberg is a financial advisor at SGL Financial, LLC with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms, including Northwestern Mutual Wealth Management Company and Verity Asset Management. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard, emphasizing diversified asset allocation and long-term time horizons, and commonly utilizes sub-advisers and third-party money managers for portfolio implementation.

Melvin Lubelski is a financial advisor with SGL Financial, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Fifth Third Securities, Cetera, and Bank Financial. He is also a licensed insurance agent. SGL Financial, LLC provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation and long-term investment horizons, often implementing portfolios through third-party managers.

Martin Kohlieber is a financial advisor at SGL Financial, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at E*TRADE Securities LLC. SGL Financial provides fee-based investment management, financial planning, and consulting services to financially established individuals, high-net-worth clients, small businesses, and certain retirement plans. The firm operates under a fiduciary standard and emphasizes diversified asset allocation, long-term time horizons, and periodic portfolio reviews, often implementing strategies through third-party managers.