Founding Partner, Financial Advisor
“It’s our job to make your investments make sense, to take some of the emotion out of it. We try to be the voice of reason and optimism in an increasingly emotional and pessimistic world.” Since co-founding CGC...
Financial Advisor, Chief Investment Officer
“As a portfolio manager, I have to encompass the needs of all types of clients. There’s no one strategy that stays the same for each client, only our desire to most efficiently and effectively achieve their goals.”...
“By creating a plan and diligently working towards it, our clients can achieve financial confidence and a life created by design.” Respect and trust are the most important elements in the financial industry, and Davena...
Client Services Manager
Kelly is often considered the glue that holds the office together. With CGC since 2006, she has worked with nearly every client and employee during her time with the company. Kelly’s attention to detail and desire to meet...
Shannon has been with CGC Financial for eleven years, and has become an integral part of its daily workings. As the main trader for Glen Clemans, Shannon takes on a large and varied client base. As a Series 7 registered professional,...
Our clients get to know Teresa nearly as well as their advisor. A true example of caring and professionalism, Teresa handles scheduling for the office and is often the first point of contact for clients, new and old alike. She has been...
Client Service Associate