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.

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.

Drive growth by identifying and qualifying wealth management leads, scheduling advisor meetings, supporting prospect nurturing and campaigns, coordinating events, and reporting on sales performance to help convert prospects into clients.