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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®

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

Karen Fritz

Karen Fritz

Eric Fritz

Eric Fritz

RICP®

Alexandria Fulton Website

Alexandria Fulton

Todd Iannarelli

Todd Iannarelli

Austin Inman Headshot

Austin Inman

Stacy Kusky

Stacy Kusky

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

Matt O'neil

Matt O’Neil

CFP®, ChFC®, AIF®, REBC®

Steve Packe

Steve Pake

Scott Palomaki

AIF®

Mark Parker

Mark D. Parker

Nathan Pesch

Nathan Pesch

CFP®

Parke Petersen

Parke G. Petersen

LUTCF®, AIF®

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

 

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

Brian Walker

Brian Walker

AIF®

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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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© 2023 CG Financial Services. All rights reserved.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Financial Services are separate entities from LPL Financial. Registration with the SEC does not imply a certain level of skill or training.

Advisors associated with CG Financial Services may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Jonathan Cohen is solely an investment advisor representative of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial.

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You should not rely solely on the descriptions provided herein but should also read the Form ADV Part 2A, 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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