Teams at CG Financial Services

Lead firm-wide operations, build scalable processes and systems, oversee client service, accounting and HR, improve technology and AI efficiencies, ensure compliance and risk controls, and drive process improvement and operational KPIs to support firm 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.

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.