Our Team

Lance Steinberg
Lance Steinberg
President

Lance is personally committed to delivering exceptional client service by meeting face-to-face, listening, building trust, and fully understanding each of his clients' long-term financial needs. As an experienced investment and wealth management professional, Lance firmly believes that attentive service is a top priority and is the core foundation to building long-term trust....Read More...


Brent Steinberg
Brent Steinberg
Managing Director

Brent strongly believes that personalized service, coupled with a focus on specific investment disciplines, are key components in developing long-term client relationships.  His investment and wealth management practice seeks to optimize a highly disciplined, non-emotional, asset allocation* strategy tailored to each client's....Read More...


Lisa Raboin
Lisa Raboin
Vice President-Operations

Lisa is the Vice President-Operations for Steinberg Investment Group LLC.  Her responsibilities include all aspects of account maintenance for IRA's, Estate Accounts, Investment Accounts as well as tax reporting valuations.  Her experience, as well as the latest technology, allow her to efficiently work innovative solutions for clients' account management needs...Read More...