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Staff

Martha Avey

Policy Owner Services Specialist

Rachael Banchero

Assistant to Matthew Bond

Jennifer DiRegolo

Administrative Assistant to R. Anthony DiRegolo II, CFP®, CLU®

Sarah Kardavani

New Business Coordinator

Christian Kruse, CFP®

Financial Planning Development Specialist

Jeffrey Lee

Assistant to Robert Avey

Marlene Malchow

Assistant to Mike Tate, CFP ® & Nikolai Papa, Financial Advisor
marlene.malchow@sgc-financial.com

Kimberly Mendez

New Business Coordinator

Suzanna Morton

Administration Support for Robert Ostenberg, CFS

Liz Ostenberg

Practice Administrator for Robert Ostenberg, CFS

Jayvee Santos

Assistant to Andy Roberson, CFP® and Tom O’Brien, CFP®, ChFC®, CLU®

Kathy Sells

Executive Administrative Assistant

Ellen Sheldon

Assistant to Bob Stafford

Valerie Vines

Operations Assistant

Elliot Woo

Executive Administrative Assistant to Joe Winslow