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Meet Our Team

Home > About Us > Meet Our Team

Our team of financial advisors is comprised of the collective wisdom, expertise, and knowledge of over 20 years in the financial industry. CG Financial Services hires some of the best and brightest in the industry to create a comprehensive and integrated team that is more effective collectively, than separately. Our holistic approach ensures that every facet of your financial life is considered and planned for. 

 

Partners

Jeff Casey

Jeffrey J. Casey

CFP®, ChFC®, AIF®

Ken Evangelista

Ken Evangelista*

Adam Lesperance

Adam Lesperance

CFP®, ChFC®, AIF®

Anthony Mazzali

Anthony J. Mazzali

CFP®, ChFC®

Matt O'neil

Matt O’Neil*

CFP®, ChFC®, AIF®, REBC®

Mark Parker

Mark D. Parker*

Parke Petersen

Parke G. Petersen

LUTCF®, AIF®

Davidrnew

David M. Robinson*

CFP®, ChFC®, CLU®

 

Advisory Team

Richard Adams

Richard Adams

CFP®, ChFC®, AIF®

Karen Almond

Karen Almond*

Tony Bagneschi

Tony Bagneschi

CFP®, EA, RICP® 

Austin Brown

Austin Brown

Brent Bruggink Copy

Brent Bruggink

CPFA®

Jon Cohen

Jonathan L. Cohen*

CFP®, CIMA®

Kayleigh Dengler

Kayleigh Dengler

REBC®

Alex Denno

Alex Denno

AIF®

Grant Dunatchik

Grant Dunatchik

Lorena Fales

Lorena Fales

Angie Fenner

Angie Fenner

Marsha Fielder

Marsha Fielder

Eric Fritz

Eric Fritz*

RICP®

Karen Fritz

Karen Fritz*

Todd Iannarelli

Todd Iannarelli

Austin Inman Headshot

Austin Inman

Stacy Kusky

Stacy Kusky

Jodi Langolf Headshot

Jodi Langolf

Kimlibby

Kimberly L. Libby*

Nkaujzong Lo

Nkaujzong Lo

Suzanne Marlow

Suzanne Marlow

REBC®, SHRM-CP®

Selena Meser

Selena Meser

EA

Microsoftteams Image (5) Copy 2

Ashley Mussleman

Thomasm

Thomas Myers

EA

Jeff Newsome

Jeffrey Newsome

Steve Packe

Steve Pake

Scott Palomaki

AIF®

Nathan Pesch

Nathan Pesch

CFP®

Michael Rawls

Michael Rawls

Nathanrnew

Nathan Robinson

CFP®

Jeff Roman

Jeffrey Roman*

CFP®, AIF®

Keyen Shepler

Keyen Shepler

Tyler Sigmon

Tyler Sigmon

Christy Taylor

Christy Taylor

Christian Whitehead

Christian Whitehead*

CFP®, ChFC®, AIF®

Josiah Whitten

Josiah Whitten

 

Investment Team

Joe Crumley

Joe Crumley

Oliver Gooden

Oliver Gooden

CFA

Nicole Kane

Nicole Kane

Brian Sumner New

Brian Sumner

CFP®, CIMA®, ChFC®

 

Operations Team

Sue Butcher

Sue Butcher*

Kimcnew

Kim Capone

Donna Dzigal

Donna Dzigal

Jennifer Kolasa

Jennifer Kolasa

Peyton Petersen

Peyton Petersen

Janepnew

Jane Pratt*

Katie Sullivan

Katie Sullivan

Nick Thiede

Nick Thiede

MBA

Joe Tigan

Joe Tigan

Brian Walker

Brian Walker*

AIF®

Lara York

Lara York

*Affiliated with Geneos Wealth Management, Inc.

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(517) 899-2357

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(888) 984-2365

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(877) 807-2079

info@mycgfinancial.com

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  • About Us
  • Meet Our Team
  • Locations
  • Careers
  • Personal Financial Services
  • Retirement and Lifestyle Planning
  • Minimizing Tax Impact
  • Ensuring Your Legacy
  • Insurance
  • Business Financial Services
  • Business Owners
  • Retirement Plans
  • Executive Benefits
  • Business Insurance
  • Employee Health and Welfare

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Advisory Services offered through CG Advisory Services, an SEC Registered Investment Adviser. Securities offered through Geneos Wealth Management Inc. Member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training.

CG Advisory Services Privacy Policy | Geneos Wealth Management Inc Privacy Policy

You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, Form ADV Part 2A Appendix 1, 2B, and Part 3/Form CRS of the UMA Manager and the Executing SMA Managers, which include additional and more detailed risk disclosure about their investment strategies and is available on the SEC’s Investment Adviser Public Disclosure website at https://adviserinfo.sec.gov/. Please note that Part 2B containing information specific to individual investment adviser representative is only available by contacting the adviser directly.

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We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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