Broker Check

Team

Bill Wahl

Financial Strategist

302-521-8936

856-497-2508

william.wahl@lpl.com

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...

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Samuel Maher

Finance Intern

856-240-1020

856-497-2508

samuel.maher@lpl.com

My name is Samuel Maher and I am a Junior at Rutgers University Camden pursuing a double major in Finance and Management with a minor in Economics. I am passionate about assisting my team at SGI Wealth Management navigate our clients...

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Scott I. Gutman, CFP®

Wealth Advisor, Founder & Owner

856-240-1020

856-497-2508

scott.gutman@lpl.com

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...

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Sean Ngai

Finance Intern

856-240-1020

856-497-2508

sean.ngai@lpl.com

My name is Sean Ngai. I am a Senior at Rutgers University Camden double majoring in Finance and Management. I strive to provide a high level of assistance for SGI Wealth Management and our clients.

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