Chief Executive Officer, Partner
John is our resident renaissance man. Equally comfortable discussing European art, economics, world politics, archaeology, film, gems, music and sports....
Chief Investment Officer, Partner
It seems that people choose their careers, while others’ careers choose them. GJ may be the latter. GJ’s father was a very successful banker, which sparked an interest in money, investments and business...
Chief Operations Officer, Partner
While not working, Steve can most likely be found coaching or supporting his kids at one of their athletic events. In fact, it was through youth athletics where Steve and GJ met, and hatched the idea of joining forces at SWMG...
Director of Client Services
Director of Marketing & Operations
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.