Our Firm...
Marc G. Sigel, ChFC®, AEP, Managing Partner, Financial Advisor, has been in the financial services industry since 1992, when he graduated Boston University with a degree in Finance.
Marc has been an accomplished course instructor for the Financial Strategies for Successful Retirement Course presented to numerous corporations and organizations throughout South Florida, while having his personal work published by Financial Planning Magazine.
Additionally, he has been certified to teach continuing education in the state of Florida to CPAs in certain areas of tax planning for insurance products. A two time past president of the Society of Financial Service professionals in Broward, Marc is also a member of the Boca Raton chapter of the Estate Planning Council.
Originally from Massachusetts, Marc now resides in Boca Raton Florida with his wife Beth and son, Seth. Marc is a proud member of Redsox Nation, and enjoys exercise and Florida's gift of year round golf.
Direct: (954) 637-8884 Email: marc@strategicresourcegroup.com
Gary C. Alexander, Financial Services Representative, has been in the financial services industry for over 12 years gaining experience through his roles in trading and compliance. As an investment advisor representative, Gary has been able to bring the scope of regulatory insight to his current practice in managing client assets.
A graduate of Florida Atlantic University, Gary hold a series of securities registrations including his Series 7, 24, 55, 63 and 66. These securities registrations have enabled Gary to experience a broad scope of market exposure over the course of his tenure.
Originally from New York and a 30 year resident of Coral Springs, Gary and his wife Kellie have three young children, Gaerin, Nigella and Ian.
Direct: (954) 637-8883 Email: gary@strategicresourcegroup.com
Beth S. Sigel has worked with Strategic Resource Group since 2005. In this time, she has overseen our efforts in Long term Care Planning and Fixed Annuity Planning. She now also carries the role of Operations Director and liaison to strategic alliances.
Beth has been in the financial services industry for over 26 years, specializing in Medicare Supplements, Medicare Advantage Plans, Individual Health, and Long Term Care. She has also served as the Long Term Care specialist for Metlife South Florida branches.
Originally from New York, Beth was raised in Coral Springs, considering herself a Florida native. Beth now resides in Boca Raton with her husband Marc, stepson Seth, and Brady, her 5lb Yorkie.
Also a fitness trainer, Beth enjoys helping people to better themselves physically as well as financially.
Beth Sigel is not affiliated with Sagepoint Financial, Inc
Direct (954) 261-4648 Email: beth@strategicresourcegroup.com
Alysia Naples joined the financial industry to make a difference in people's lives. She brings years of previous marketing, business, and life experience to her role, approaching everything with a strategic eye while leaving no detail unaccounted for. Prior to entering financial services, Alysia spent 10 years doing marketing and branding. She has received numerous recognitions for her professional and personal accomplishments, including being honored as one-of Fort Lauderdale's finest young professionals. Those who know Alysia describe her as 'Make it Happen' person who always finds a solution.
Alysia finds great reward in helping people put together the pieces of their financial puzzle. Much like her personal view toward life, she puts emphasis on her clients not only creating the right path to achieve their dreams and goals for themselves and their families but also in securing the financial freedom to guiltlessly indulge in life's one of a kind moments- the exceptional bottle of wine celebrating a pivotal career moment to the trip to Africa so your daughter can experience her favorite animal, like an elephant its in beautiful natural habitat.
Alysia was born and raised in South Florida, and attended the University of Alabama, “Roll Tide”. When not furthering her education and experience for her career, Alysia loves to travel, cook and spend her time being active outdoors.
Alysia Naples is not affiliated with Sagepoint Financial, Inc
Direct (561) 703-4834 Email: alysian@cfnsfl.com