Your financial wellbeing is not just about the numbers in various markets or accounts – it’s about you and your goals. That is why, at SGL Wealth Management, we take a comprehensive approach in helping you fit together the pieces of your financial life into one manageable plan.
Our diligent team, led by partners Shane Gaddy and Kelly Lee, works hand in hand with you to understand values, priorities and dreams – and then helps you devise a plan to obtain the future you desire.
And because we have over 145 years combined experience and a group of talented individuals working toward a unified goal, we are able to provide you with a unique understanding of just what to do and why. There are no cookie cutter approaches to wealth management. And just like every person is unique, every financial plan is unique. That is why we look at every possible angle to provide you with long term strategies and trusted guidance.
We also realize that change is constant, so we don’t set a plan and walk away from it for years at a time. We keep in contact with you to keep tabs on your goals and tweak your plan according to your hopes and
realities – as well as the realities of the markets. It is that personal commitment and understanding of what makes for a successful financial future that led Shane and Kelly – both advisors, Certified Financial Planners (CFPÒ), and Certified Exit Planning Advisors (CEPAÒ) – to create SGL Wealth Management, and it is foremost on the mind of every team member.
Shane is a former multi-location Branch Manager for Wells Fargo Advisors, holder of the CFP®, CEPA®, C(k)P® Designations to name just a few, completed the Series 7, 9, 10 registrations currently held with LPL Financial and 66 registration currently held with IFG Advisory, LLC, as well as Life,
Health, and Variable Insurance Licenses.
Kelly is a former trust officer with SunTrust (Truist) Bank in the corporate trust department, an MBA, holder of the CFP® and CEPA® Designations, completed the Series 7 registration currently held with LPL Financial and 66 registration currently held with IFG Advisory, LLC, as well as Life, Health, and Variable Insurance Licenses.
They are joined by financial advisors Toby Anderson, Kyle Bochat (CEPAÒ, CPWAÒ), and retirement plan advisor Amy Mullvain (Accredited Investment FiduciaryÒ). Each member supports each other in unique roles, all designed to serve SGL clients and provide both an overall and detailed picture of every financial plan. Our team also offers unique expertise in working with business owners to determine the best strategies for making their business work for them – specifically we work with business owners to align their business, personal and financial goals. We look forward to meeting you and helping you attain the future you seek.