S & L Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for S & L Group
Team photo for S & L Group

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Advisors

Advisor photo for Sandra Smith

Sandra Smith

CFP®

Financial Advisor

Managing Director
Visit Sandra Smith's website
Advisor photo for Robert B Lum

Robert B Lum

CFP®

Financial Advisor

Vice President
Visit Robert B Lum's website
Advisor photo for Jacklyn Lozano

Jacklyn Lozano

Associate Advisor

Visit Jacklyn Lozano's website
Advisor photo for Manish Engineer

Manish Engineer

Registered Practice Associate

Visit Manish Engineer's website