Team

Advisory Team

Operations Team


Sheila Eivazi

Director of Operations

Sheila Eivazi

Director of Operations

Empowerment Quote

“Implementing a results-based plan for our clients helps to align their investment and retirement planning objectives in a cohesive manner. Our role is to educate and empower our clients to help them reach their goals of obtaining a more secure retirement.”

Current

Sheila manages our Operations Team and oversees the daily flow of business. Her area of focus includes leading various operational projects throughout the firm, implementing new systems, business processing and facilitating client service. Her dedication to continuous growth, innovation and development of seamless internal procedures allows us to focus on providing our clients with premier service.

Past

Prior to joining CFG, Sheila worked in Project Management within the Marketing and Non-Profit sectors. She has been with our firm for over 6 years. She graduated from University of California, San Diego with a Bachelor of Arts in Political Science.


Alison Reinhardt

Operations

Alison Reinhardt

Operations

Empowerment Quote

“We take pride in our comprehensive service model and embrace each opportunity to help our clients in a timely and thorough manner. We believe it is important to cultivate a personal connection with our clients and collaborate with them as the planning process unfolds.”

Current

Alison leads our internal and external communication and administrative procedures. She has successfully implemented process efficiencies within our customer relationship management and online scheduling tools. Through her effective administration of our email communication system, we are able to consistently provide clients with investment and retirement planning tools, resources and firm updates.

Past

Prior to joining CFG, Alison worked in the Legal and Design sectors. She has been with our firm for over 4 years. She graduated from the University of Rhode Island with a Bachelor of Science in Textile Merchandise and Design.


Monica Pavlakovic

Operations

Monica Pavlakovic

Operations

Empowerment Quote

“I cherish every opportunity that I get to add value and work to improve our service offerings, because I know it will have an impact on a family’s future – and that means a lot to me at the end of the day.”

Current

Monica oversees the preparation of client reviews, generates financial reports for clients and administers our IT systems. She has been an integral part of creating a review process that is comprehensive and unique, allowing our advisors to communicate the value of financial planning to our clients. She effectively led our major effort to convert our physical filing system to an e-records management system, which has provided our team with quick and seamless access to information.

Past

Monica has been with CFG for over 25 years.


Nancy Madjercic

Operations

Nancy Madjercic

Operations

Empowerment Quote

“I have always enjoyed the opportunity to interact with our clients, be able to assist them with their requests and see their families grow over the years.”

Current

Nancy’s area of focus includes assisting with client reviews, delivering best-in-class client service and account management. She has developed a customer relationship management process that provides our client base with timely communication and prompt issue resolution. She has an excellent track record of building long-term relationships and maintaining high client satisfaction ratings.

Past

Nancy has been with CFG for over 20 years.


Geraldine Bakaj

Operations

Geraldine Bakaj

Operations

Empowerment Quote

“What makes this firm unique is the caliber of clients matches the tenure and experience of our team. The combination of the two has resulted in witnessing a lot of great moments for the families we have served over the years.”

Current

Geraldine’s area of focus includes fulfilling client service requests, maintaining account registrations and upholding compliance standards. Additionally, she supports ongoing audits of our data integrity in relation to our customer relationship management and financial reporting systems. Her diligent approach has been critical in maintaining a standard of back office operational excellence.

Past

Geraldine has been with CFG for over 15 years.


Mitchell Stehly

Operations

Mitchell Stehly

Operations

Empowerment Quote

“Technology helps us accomplish so many incredible things, but its fast-changing nature can present challenges. I take pride in helping our clients navigate this uncertainty through education and easy-to-use tools.”

Current

Mitchell has been with CFG for over a year. His creativity and vision have been critical in the development of our new client education portal. His efforts have enabled our firm to engage our clients in the continuous education of retirement planning and investment management.

Past

Mitchell previously interned with CFG and is now the newest member of our team. He graduated from Texas Christian University with a Bachelor of Arts in Journalism.


Elizabeth Costanzo

Financial and Audit Officer

Elizabeth Costanzo

Financial and Audit Officer

Empowerment Quote

“The only way to do great work is to love what you do and work with those you admire, and in our organization, it is a privilege to work with everyone on our team.”

Current

Elizabeth is our firm’s Financial and Audit Officer. She manages our ongoing relationships with outside vendors and partners. She also lends her expertise to our brand development efforts and our vision of serving as a market leader and innovation-first firm.

Past

Prior to joining CFG, Elizabeth enjoyed a successful career in Visual Arts Education. In transitioning to her career at our firm, Elizabeth pursued a Master’s Degree in Instructional Technology from Duquesne University.