Broker Check


Scott I. Gutman, CFP®

Financial Advisor, Founder & Owner



Before creating SGI Wealth Management, Scott worked as a financial advisor at Edward Jones. He began his career working out of the Moorestown, New Jersey office. In January 2008, Scott opened the Collingswood branch. While there...

Read more

Bill Wahl

Financial Strategist



Bill was raised in the Hudson Valley region of New York. He attended Syracuse University and earned a bachelor’s degree in Economics. He relocated to Wilmington in 1989 where he began a very successful career in corporate banking...

Read more

Brian Dorflinger

Financial Advisor



Brian Dorflinger, as a retired Winslow Township Police Officer and Financial Advisor, he is committed to assisting his clients develop and obtain their financial goals. He began his career with Edward Jones in 2007, spent 10 years at...

Read more

Michelle Falisi

Professional Scheduler

Michelle Falisi has been a professional scheduler in the financial industry for the past 20 years. She is well-known for her excellent customer service and upbeat personality. Michelle resides in New York with her husband and three...

Read more