Meet Our Team
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Our team 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
Jeffrey J. Casey
CFP®, ChFC®, AIF®
Ken Evangelista*
Adam Lesperance
CFP®, ChFC®, AIF®
Anthony J. Mazzali
CFP®, ChFC®
Matt O’Neil*
CFP®, ChFC®, AIF®, REBC®
Mark D. Parker*
Parke G. Petersen
LUTCF®, AIF®
David M. Robinson*
CFP®, ChFC®, CLU®
Advisory Team
Richard Adams
CFP®, ChFC®, AIF®
Karen Almond*
Tony Bagneschi
CFP®, EA, RICP®
Austin Brown
Brent Bruggink
CPFA™
Jonathan L. Cohen*
CFP®, CIMA®
Kayleigh Dengler
REBC®
Alex Denno
AIF®
Grant Dunatchik
Lorena Fales
Angie Fenner
Marsha Fielder
Eric Fritz*
RICP®
Karen Fritz*
Todd Iannarelli
Austin Inman
Stacy Kusky
Jodi Langolf
Kimberly L. Libby*
Nkaujzong Lo
Suzanne Marlow
REBC®, SHRM-CP®
Selena Meser
EA
Ashley Mussleman
Thomas Myers
EA
Jeffrey Newsome
Steve Pake
Scott Palomaki
AIF®
Grant Perry
ChFC®
Nathan Pesch
CFP®
Michael Rawls
Nathan Robinson
Jeffrey Roman*
CFP®, AIF®
Keyen Shepler
Tyler Sigmon
Christy Taylor
Christian Whitehead*
CFP®, ChFC®, AIF®
Josiah Whitten
Investment Team
Joe Crumley
Oliver Gooden
CFA
Nicole Kane
Preston Livingston*
Brian Sumner
CFP®, CIMA®, ChFC®
Operations Team
Sue Butcher*
Kim Capone
Nicholas Chilenko
Donna Dzigal
Jennifer Kolasa
Peyton Petersen
Jane Pratt*
Katie Sullivan
Nick Thiede
MBA
Brian Walker*
AIF®
Lara York
*Affiliated with Geneos Wealth Management, Inc.
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