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ABOUT STERLING WEALTH MANAGEMENT GROUP
Sterling Wealth Management Group, Inc. is an Independent Registered Investment Advisor dedicated to helping our clients gain access to the broadest possible choices of investment opportunities free from restrictions of investment banking conflicts. We utilize both Charles Schwab Institutional and National Financial Services LLC (a Fidelity Investments Company) as the custodians of our advisory and brokerage accounts, reassuring clients that their assets are held by a premier financial firm. Our investors can choose from equities, bonds, CDs, UITs, ETFs, structured products, hedge funds, alternative investments, and more than 6,000 no-load and load-waived mutual funds.
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MICHAEL S. HAIG Managing Partner Before the introduction of the Sterling Wealth Management Group in 2008, Michael's extensive financial experience includes a 15-year employment history with UBS Financial Services Inc. and Smith Barney as First Vice President of Investments. In 2009, Michael received the designation of "Accredited Investment Fiduciary" from fi360®, which is a a leader in defining global fiduciary standards of excellence. In addition to assisting individual investors in private wealth management, Michael's expertise in Corporate Financial Services also allows him to conduct investment consultations to public companies on their qualified plans. He received a Bachelors Degree in Business Administration from California State Polytechnic University of Pomona. Michael currently resides in Carlsbad, California, with his wife and is the proud father of four daughters. |
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GREGORY J. CARROLL Managing Partner Greg Carroll, along with Michael Haig, helped establish Sterling Wealth Management Group in 2008. Prior to his role as Managing Partner, Greg was a Financial Consultant for UBS Financial Services Inc. and Smith Barney since 1995. In 2009, Greg received the designation of "Accredited Investment Fiduciary" from fi360®, which is a leader in defining global fiduciary standards of excellence. He specializes in risk management, estate planning, and providing customized investment solutions to high net worth individuals. Greg has also completed advanced studies in IRA rollovers and insurance products, in addition to achieving a Bachelor's Degree in Marketing and Finance from Arizona State University. |
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MONICA L. THORP Operations Manager As Operations Manager, Monica has the complex role of office administration while also supporting client relationships. Prior to joining Sterling Wealth Management Group, her professional experience includes employment with UBS Financial Services Inc. as a Financial Advisor and Registered Client Service Associate. Monica also worked for State Street Corp. as a Fund Accounting Manager primarily responsible for the portfolio valuations of Barclays Global Investors' Institutional Fixed Income Funds. She graduated Summa Cum Laude from California State University of Sacramento with a Bachelor's Degree in Business Administration and a concentration in Finance. |
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