Lead Financial Advisor
Financial Planning; Retirement Planning; Investment Management; Tax Planning; Estate Conservation; College Planning; Personal Insurance - Home, Auto, Umbrella, etc; Business Insurance - Commercial/ Liability; Corporate Retirement Plans; Employee Benefits; Business Valuation; Executive Compensation; Life, Long-term Care, and Disability Insurance, Philanthropy Planning, Foundation and Endowment Management Services
Austin has been with CG Financial Services since 2015. He started as an intern and then transitioned to an advisor role in 2016. Since then, his primary focus has been working with business owners and pre-retires. Austin’s areas of focus are financial planning, estate planning, & tax efficient income planning for individuals. Defined contribution plans, defined benefit plans, business succession planning, and buy-sell agreements for businesses. He is a graduate of Northwood University where he earned his bachelor’s degree in Finance and Business Administration. While studying at Northwood he was a member of the Northwood University football team. He currently holds a series 66 license, Property & Casualty, and Life, accident, & health license and is in the process of getting his Certified Financial Planner and Charted Financial Consultant designations. Austin enjoys camping throughout Michigan, hunting, watching football, woodworking, reading, and traveling to new parts of the country and around the world. One of his goals is to visit all 50 states in my lifetime.