Teams at CG Financial Services

Manage and deepen relationships with high-net-worth and ultra-high-net-worth clients, deliver comprehensive wealth management strategies (investments, estate, tax, risk), proactively develop new client relationships, collaborate with specialists, and contribute to team culture and business growth.

Lead the firm’s insurance sales across life, disability, LTC, annuities, and business insurance. Manage pipeline from prospecting to placement, partner with advisors to convert opportunities, run marketing and educational initiatives, build carrier and COI relationships, deliver sales support and training, and track production metrics.

Lead projects from initiation to delivery: define scope, build detailed plans, manage resources and risks, coordinate vendors, ensure quality, communicate status to stakeholders, document outcomes, and perform post-project reviews. Also oversee IT infrastructure hardware in partnership with third-party vendors.