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.


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’s area of focus includes preparing client reviews, developing client communications and account reporting. He also engages in client service, assists the team with research requests and maintains our website. His creativity and vision have been critical in the development of our website’s client education portal. He is dedicated to our firm’s ideal of providing clients with continuous education through interactive tools and the latest technology.

Past

Prior to joining CFG, Mitchell completed an internship with our team while attending college. He graduated from Texas Christian University with a Bachelor of Arts in Journalism.


Maritza Prom

Operations

Maritza Prom

Operations

Empowerment Quote

“Dedication to the support and empowerment of our clients is of the utmost importance to each member of our team. It’s a privilege for me to interact with our clients and assist them in the facilitation of their scheduling and service needs.”

Current

Maritza’s area of focus includes scheduling client appointments, maintaining our calendar and providing administrative support. She connects clients to the right team member based on their service needs and assists with client service requests. Her commitment to a high level of client service supports our ability to deliver value to clients in a timely manner.

Past

Prior to joining CFG, Maritza worked as an Administrative Assistant in the Financial Services industry and as a Paraprofessional in the Special Education industry. She graduated from Saint Cloud State University with a Bachelor of Arts in Geography.


Kelly Gallego

Operations

Kelly Gallego

Operations

Empowerment Quote

“Trust and integrity are integral aspects of what makes the CFG team so special. I am proud to be a part of this team as we strive to bring value to our clients each day.”

Current

Kelly is one of the newest members of our team. She provides operational support through business processing, asset transfers and account maintenance. She also provides client service support and assists the team with research requests. Kelly consistently demonstrates a commitment to diligently upholding our standards of best-in-class service.

Past

Prior to joining CFG, Kelly worked on the administrative side of the Commercial Lending and Private Banking industries. She graduated from Saddleback Community College with an Associate in Arts degree in General Studies.


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.


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.


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.


Dawn Milbyer

Operations

Dawn Milbyer

Operations

Empowerment Quote

“The opportunity to see our clients pursue their financial goals while also building meaningful client service relationships is an honor. Playing a role in the realization of these goals is something I look forward to each day.”

Current

Dawn is one of the newest members of our team. She provides operational support through business processing, preparing materials for client appointments and fulfilling client service requests. She also assists the team with account reporting and research. Her attention to detail and thoroughness in these areas is critical to our client service efforts.

Past

Prior to joining CFG, Dawn held administrative roles across multiple sectors, including Education, Insurance and Civil Engineering/Surveying. She obtained an Associate in Applied Science degree in Executive Secretarial Science with a minor in Computer Science and Mathematics from Manchester Community College.


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.