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856-240-1020

Team

Scott I. Gutman

Scott I. Gutman, CFP®

Financial 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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Bill Wahl

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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Brian Dorflinger

Brian Dorflinger

Financial Advisor

609-364-0822

856-497-2508

Brian.Dorflinger@LPL.com

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...

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Michelle Falisi

Michelle Falisi

Professional Scheduler

Michelle.Falisi@LPL.com

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...

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Patrick McCrindle

Patrick McCrindle

Finance Intern

856-240-1020

856-497-2508

Patrick.McCrindle@LPL.com

An incoming graduate from Rutgers University, Patrick majored in Finance with a minor in Economics while maintaining the title of dean's list. After interning with SGI Wealth Management, Patrick will be joining the firm full time upon...
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