ABOUT
Stony Brook Financial Group
Founded in 2019, Stony Brook Financial Group (SFG) is a premier financial services firm built on trust, integrity, and community. Headquartered with heart, SFG proudly serves clients across 39 states, including Washington, California, Texas, Florida, New York, and beyond—helping individuals and families turn financial goals into lasting success stories.
Specializing in mortgage consulting, credit counseling and restoration, real estate support, and investor services, Stony Brook Financial Group combines the sophistication of a national firm with the warmth and attentiveness of a local partner. Every client journey begins with understanding—then evolves into a personalized plan designed to build financial confidence and open doors to homeownership and stability.
With secure client portals, chat support, and virtual consultations, SFG makes the financial process seamless and transparent—meeting clients where they are, in the way that works best for them. What truly sets the company apart, however, is its genuine care for people. The team goes beyond numbers, focusing on education, empowerment, and long-term success.
At Stony Brook Financial Group, it’s not just about improving credit or securing a loan—it’s about restoring hope, building trust, and helping communities thrive, one family at a time.
Our Partners
Our Team
Joseph K. Schlamowitz
Karl@stonybrookfinancialgrp.com
| Phone: 484-274-7845
Bob Sanchez
Bob@stonybrookfinancialgrp.com
| Phone: 610-468-7922
As Managing Partner of Stony Brook Financial Group, Joseph brings over 20 years of experience in the mortgage and financial services industry — along with a genuine passion for helping individuals and families achieve financial independence and homeownership.
Joseph’s journey began in his father’s mortgage business, where he learned the importance of hard work, humility, and earning every opportunity. Starting from the ground up — from telemarketing to processing — he developed a deep understanding of the industry and the challenges clients face along the way. That hands-on experience ultimately led him to discover his true calling in sales, where he’s thrived for more than a decade by helping clients reach their financial goals with confidence and clarity.
Based in Reading, Pennsylvania, Joseph serves a diverse and dynamic community he’s proud to call home. He takes great pride in helping clients navigate unique financial situations, overcome hurdles, and secure the homes they once thought were out of reach. Known for his approachable leadership style and sincere dedication, Joseph believes that transparency, teamwork, and trust are the foundation of every lasting client relationship.
Before joining Stony Brook Financial Group, Joseph built an accomplished career as a Senior Mortgage Loan Officer. Today, he leads with that same combination of expertise and empathy — mentoring his team, driving operational excellence, and ensuring every client receives the personalized care they deserve.
For Joseph, success is about more than numbers — it’s about people. Seeing clients close on their homes, often after years of dreaming and planning, is what keeps him motivated day after day. And when he’s not working? Well — he’ll be the first to admit, he usually still is.
With nearly a decade of experience in real estate, credit consulting, and client financial services, Bob Sanchez brings expertise, compassion, and integrity to his role at Stony Brook Financial Group. As a PA Notary Public, Real Estate Specialist, and Credit Consultant, Bob is dedicated to helping clients navigate the path to homeownership and financial stability with confidence and clarity.
A graduate of Schlicher Kratz Real Estate Institute, RACC Community College, and Huckleberry Notary Bonding, Bob combines professional training with a people-first approach. He holds certifications in financial education, applied mathematics, and communication and problem-solving, along with a Notary Public license and recognition for excellence in interpersonal skills, ethics, and positive attitude.
At Stony Brook Financial Group, Bob assists clients in understanding and improving their credit, preparing mortgage applications, and ensuring a smooth and transparent approval process. Known for his bilingual communication, patience, and clear explanations, Bob helps bridge gaps for clients from diverse backgrounds—making sure everyone feels informed and supported from start to finish.
Beyond his professional expertise, Bob is deeply involved in his community. He enjoys attending local events, exploring museums, hiking, traveling, and finding ways to give back. His guiding principles—integrity, trust, and consistency—shine through in every client interaction.
For Bob, success means more than closing a deal; it means seeing a client step into their new home or regain financial confidence knowing they had a trusted partner by their side.