Our Team

Our Team

At Guglielmetti Asset Management, we help people work toward the goals they cherish—and we love doing it. Every day, there's yet another opportunity for us to help turn a client's dream into reality. Seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them. Hearing from them that they can sleep easier because they're not worrying so much about the future. We love getting postcards from clients who are on their dream vacations and just wanted to say “hi.” We have got the best jobs in the world!

We hope you'll give us the chance to help you target your dreams.

Steven T. Guglielmetti, RFC

President & CEO

Steven Guglielmetti is a Registered Financial Consultant (RFC) with more than 30 years of industry experience. He graduated magna cum laude from Western Michigan University's Hayworth College of Business. His post-graduate work includes completing the CERTIFIED FINANCIAL PLANNERTM professional education program through the College for Financial Planning (not currently certified) and the Retirement Income/Distribution Program through the University of Pennsylvania's Wharton School of Business. In addition to his educational accomplishments, Steve has received numerous professional acknowledgments and accolades and has been recognized by multiple national investment firms for excellence in the delivery of financial advice, service, and consulting. He is an active member of the Financial Services Institute and has consistently qualified for the Million Dollar Round Table. Steve is a registered representative with Commonwealth Financial Network®. (Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.) He is securities-registered in 20 states and carries the following securities registrations: Series 6, 7, 63, and 66. He is also insurance licensed for Life, Long-Term Care, and Variable Contracts. Steve maintains offices in Rochester Hills, Michigan, and Lithia, Florida.

Steve, his wife, Diana, and their two sons, Anthony and Ryan, reside in Michigan and in Florida. Steve enjoys spending time with family, friends, and clients. An avid golfer, he also enjoys biking, swimming, hiking, and working out.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals, presented on a rolling basis based on commissions, premiums, or fees generated within the previous year from investment and insurance products. Members pay annual fees for membership and also to hold out marketing materials.  Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

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Steven T. Guglielmetti is proud to have been recognized as a Summit Club advisor for 2022—a distinction based on annual production that places him among the top 19 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.        

 
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2013-2014 and 2016-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in May 2023 based on data gathered within 12 months preceding the issue date.  3,550 advisors were considered, 312 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.

 


 

Sheryl R. Martin

Operations Manager

Sheryl joined Guglielmetti Asset Management in 2005 and brings over 20 years of customer service experience. Sheryl has attended countless programs in the areas of customer service and client satisfaction. Sheryl is the "Goodwill Ambassador"  within the office and strives to effectively communicate with clients to nuture life long relationships. Her unparallelled compassion for others and commitment to excellence in all areas of endeavor is immediately evident by all who meet her. To effectively assist clients when and where necessary, Sheryl is a notary public of the state of Michigan.

Sheryl, her husband, Paul, and their two daughters, Amanda and Rebecca, reside in Macomb, Michigan. When not at work, Sheryl enjoys spending quality time with family, friends, and her two black Labs, Bella and Minnie.

Lance J. Smith, CFA

Senior Investment Analyst / Portfolio Strategist

Lance joined Guglielmetti Asset Management in 2022 and has over 11 years’ experience in financial services. Previously, Lance was the Chief Investment Officer at MKD Wealth Coaches and was also an equity research analyst at Arcadia Investment Management. Most recently he was in the Operations department at Raymond James. Lance has an MBA from Washington University in St. Louis, and a bachelor’s degree from Walsh College. Lance is a Chartered Financial Analyst (CFA) charterholder, and holds the Series 7 & 66 Registrations.

Lance resides in Clawson, Michigan. He is an avid sports fan and enjoys attending and watching all the Detroit sports teams. Lance plays golf and likes to swim. He loves to travel and spend time with friends and family. Lance is also a foodie that enjoys going out to restaurants and cooking.

Patricia G. Smith

Client Concierge

Pat joined Guglielmetti Asset Management in August 2022. Pat brings with her over 40 years of industry and real-world experience, to her position as our “Client Concierge.”

Pat is most often the first voice you will hear when you call into the office to schedule an appointment, update your personal information, propose a question, or to simply check in with us to say hello. Pat is also the first friendly face you will be greeted by when you enter our office, as she is additionally responsible for welcoming all our friends and clients who come in for appointments / visits. 

Pat’s previous experience has included direct support roles within several fortune 500 companies, as well as working as a developer in creating medical suites throughout the United States.

“It has been a blessing to have worked along-side people from all levels of society, and to have the opportunity to lend a hand in making dreams come true.”

Pat is married and resides in Troy, Michigan with her husband Don. She is a dog lover, a “foodie,” and enjoys gardening as well. When not at work, you will find Pat fully engaged in her hobbies, or traveling throughout the great state of Michigan with Don.