Team
Scott I. Gutman, CFP®
Financial Advisor, Founder & Owner
856-497-2508
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...
Brian Dorflinger
Financial Advisor
856-497-2508
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...
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...
Patrick McCrindle
Finance Intern
856-497-2508