team backup

“Education is the single most important component of what we do on a daily basis and it is our responsibility to see our roles as educators first. We understand that our pursuit of knowledge is a never-ending process, and it must be in order to become the trusted advisor of the client.”

Andrew serves as the Principal and CEO at CFG. His focus has been on building a firm that values partnering with clients as they pursue a more financially stable retirement. His areas of specialization include retirement planning, investment management, funding and allocation strategies, retirement cash flow analysis and general financial consultation. CA Insurance License #0G83533.

Andrew has specialized in the Financial Services industry for over 50 years, building upon a philosophy that every client relationship must consist of trust, mutual respect and integrity. He believes that while each client’s investment objectives may be different, there is one common goal our clients share and that is the need for sound financial advice and guidance from a trusted financial professional. Andrew holds the following professional designations, registrations and affiliations: Registered Principal and Investment Advisor Representative with Cetera Advisors LLC, Chartered Financial Consultant, Chartered Life Underwriter, Society of Financial Service Professionals and Financial Planning Association. He graduated from West Virginia University with a Bachelor of Science in Business Administration.

“My role at CFG is to hire, recruit and maintain team members who value our family-first environment. As for our work, I believe it’s essential that our team members see their roles as educators and are consistently working towards bringing value to each client conversation. Our goal is to create a paradigm shift that focuses on empowering clients to make better decisions for their future and consistently implementing innovative ways to support that process.”

Matthew is an Investment Advisor Representative with Cetera Advisors LLC specializing in designing and implementing retirement planning and investment management strategies. Additionally, Matthew has led our organization through a number of process improvements, technology enhancements and operational projects that have transformed the process by which our firm communicates with our clients. CA Insurance License #0G74922.

Before entering the Financial Services industry, Matthew spent 12 years in the Management and IT Consulting field at the Adecco Group, Infosys Consulting, BearingPoint and KPMG. He has been with CFG for more than 9 years. He graduated from the University of Richmond with a Bachelor of Arts in Leadership Studies and a Minor in Political Science.

“We embrace the opportunity to learn about each client’s background and translate that into a realistic plan. There is no greater satisfaction than seeing your clients gain clarity about their financial roadmap, begin to realize their objectives and turn them into tangible assets.”

Brian is an Investment Advisor Representative with Cetera Advisors LLC specializing in retirement planning, funding strategies for asset allocation, risk management and building municipal bond portfolios. During his tenure with CFG, he has taken on a leadership role in advising clients on their current positions and creating a framework to meet their retirement objectives. Brian’s extensive financial knowledge and client management skills have been instrumental in evolving our investment strategies and retirement planning process.

Prior to joining CFG, Brian worked for First Investors Corporation where he operated his own practice focused on asset accumulation, preservation and estate planning. He has been with our firm for more than 11 years. He graduated from the University of Pittsburgh with a Bachelor of Arts in History and Political Science.