You’ve chosen the path for your life, worked toward your goals, envisioned your legacy. CFG Wealth works with accomplished business owners and their families to design and implement the wealth management plan that moves them to personal success. Rely on our expert team to craft your plan and manage all there is to do and handle.
Please click on any of the images below to learn more about each member of our dedicated team.
Client Relationship Manager
Jennifer, our client relationship manager, joined CFG Wealth Management in 2013 with an extensive background as an executive assistant. In her role, she coordinates marketing strategies, manages office operations, oversees staff, and adds an extra touch when addressing client requests. By streamlining the firm’s operations and enhancing efficiency, the advisors can spend more time serving clients and growing the firm. Jennifer also plans memorable client events, such as the firm’s recent 10th Anniversary Celebration which included an MIT AgeLab presentation, gifts for clients (custom cheese cutting boards), and a special visit from Kamaria, an African eagle owl.
Outside the workplace, Jennifer enjoys putting the finishing touches on raising her children as they pursue their work and college careers. She happily admits that this commitment does require visiting her oldest daughter in Washington DC, or spending a long weekend deep in the forest with her youngest daughter at a clay retreat stocking the 2,500° kiln with freshly chopped wood.
Closer to home, she volunteers as a freelance French interpreter for Congolese refugees in the community and assists immigrants from the Congo and Iraq in their resettlement in Portland. There is nothing quite like explaining everyday marvels to refugee families, such as the big blue box with the secret compartment that swallows mail and magically flies it to anywhere in the world. One family remained in disbelief and wanted to test it to see if it was true. After snapping a photo of the family, Jennifer helped them mail the snapshot to their relatives in Africa. A phone call later confirmed that the magic box does actually work! Such successes keep Jennifer focused on welcoming refugees.
Partner
As a founding partner, Chris has been with CFG Wealth Management since the firm's inception in 2005. In his role as chief investment strategist, Chris oversees the firm's investment research and securities trading operations. He is also responsible for developing CFG's overall investment strategy and asset allocation models. Chris enjoys educating CFG clients about risk and how their own risk tolerance should be factored into a long-term strategy.
Previously, Chris worked for 11 years as a financial advisor at MONY, where he utilized his in-depth understanding of issues facing business owners. He earned a BA in international studies, with a minor in economics, from Portland State University. As an Accredited Investment Fiduciary® (AIF®), Chris possesses a thorough understanding of legislative issues, fiduciary best practices, and a commitment to the standards of investment fiduciary excellence.
Like other CFG Wealth Management associates, Chris is actively involved in the local community. To show his appreciation for the extraordinary medical care his wife, Liz, received when their first son was born, Chris served for 12 years as a board member and investment committee member for the Meridian Park Medical Foundation. His passion for health care issues also extends overseas. Chris served as a volunteer in Uganda, helping to establish a mobile hospital that provided much-needed medical care to several thousand people. He and his family have travelled to Rwanda, where they sponsor multiple children. Their sponsorship provides for education, nutrition and health care for their sponsor children and families.
During their free time, Chris and Liz enjoy watching their two sons participate in many activities, such as sports, music, and chess competitions. Chris is an avid trail runner and is currently training to compete in ultra-marathons. Chris and his oldest son enjoy long backpacking adventures in the mountains, including trips on the Pacific Crest Trail and a 12-day trip in the mountains of New Mexico. If you are looking for great locations to hike or backpack in the Pacific Northwest, call Chris for trail recommendations.
Partner
I have been in the financial services business for more than 20 years and am a founding partner at CFG Wealth Management since its inception in 2005. My focus is to help employers, business owners, and every participant get the most out of their retirement plan. What really drives me in what I do is seeing a participant be on track for their financial goals while easing the burdens of the employers’ administrative and fiduciary requirements.
In what now seems a prior life, I earned my BA in political science from Oregon State University and graduated from the Wharton School's Executive Program in Retirement Planning. As an Accredited Investment Fiduciary® (AIF®), I possess a thorough understanding of legislative issues, fiduciary best practices, and a commitment to the standards of investment fiduciary excellence. What this means to you is that I have no conflicts of interest, no proprietary product, and can deliver no-nonsense, straight-forward advice to my plan participants.
Outside of the office, it’s all about my wife and kids. My 10-year-old son is active in Cub Scouts and I am all in as the Cubmaster. My eight-year-old daughter is still my princess and she, like the whole family, loves time off in sunny locations, Hawaii being the favorite. My two-year-old daughter is active and although a mommy’s girl, is coming around as she gets older.
We have a strong commitment to our church and love to give time, talent, and treasure to Habitat for Humanity and Catholic Charities. We believe in bettering our community and those we share it with. We even spent my wife’s 40th birthday building a home for a family in need; her idea, honest.
I am an avid cook and love to take a day preparing French meals for friends and family. The recipe that everyone asks for is my beef tenderloin in a bacon port sauce. I grew up around the wine industry and have a lifelong ambition to find that perfect bottle of red for less than $25.
The same passion that I approach life with, the passion that fulfilled my childhood dream of flying airplanes by earning my pilot's license while still in high school, is the passion I want to bring to you and your company.
Client Services Coordinator
Natalia is our client services coordinator who tends to the various needs of the firm ensuring quality service and support for our clients, partners, and staff. Before joining our team, Natalia spent more than six years working as customer service representative for a local manufacturing company assisting customers worldwide. Every day her goal is to provide high-quality service to our clients and to give more than is required while supporting the team.
Natalia was born and raised in a western part of Ukraine in city of Ternopil. She earned a bachelor’s degree in education from Ternopil National Pedagogical University and taught Ukrainian language/ literature to elementary and high school students in her hometown. A couple years later, she left home to accept the opportunity to live in the United States. Now, Natalia likes to present herself as Ukrainian–American after becoming a U.S. citizen in May 2016. Many enjoy listening when she speaks her native Ukrainian language and shares the comical stories of her getting accustomed to American culture. Grateful for her supportive family, Natalia treasures relationships with them and frequently goes back to visit them in Ukraine.
Motivated to make a difference by serving others, Natalia takes great pleasure in staying involved in her community church by devoting volunteer hours to hospitality and children’s ministry. She also supports St. Jude Children’s Research Hospital and always seeks the opportunity to contribute to any charitable organization focusing on the welfare of children.
In her leisure time, Natalia likes to stay active and often can be found at the local ice rink joyfully gliding across the ice mastering routines or in the Mt. Hood National Forest hiking McNeil Point, one of her favorite trails. Recently, several trips to historical sites on the East Coast made a lasting impression on her, and she looks forward to going back to Colonial Williamsburg and indulging in a piece of “Death by Chocolate” cake.
Partner
As a founding partner, Dave has been with CFG Wealth Management since the firm’s inception in 2005. He works closely with CFG clients to ensure they are on track to meet their long-term financial goals. Previously, Dave worked as an investment adviser at AXA Equitable, with a focus on financial planning and retirement. His career began there on October 1, 1986, the 30th anniversary of his mentor, and father, Don Pullin.
As a CERTIFIED FINANCIAL PLANNERTM professional, Dave is held to the highest ethical and educational standards. Every two years, 30 hours of continuing education is required, including two hours of Code of Ethics review. Dave graduated from the Wharton School’s Executive Program in Retirement Planning.
Dave attributes much of his career success to the discipline, goal setting, and hard work required while competing in the decathlon at Lewis and Clark College. Initially a 6’8” high jumper, he had never competed in the decathlon; it was his coach who challenged him to train and compete as a decathlete. He became a three-time district champion, an All-American, and was inducted into the school’s Athletic Hall of Fame. Dave graduated with a BS in business administration.
Currently Dave supports Portland-area charitable causes. He has served on the board of Road to Hope, a faith-based non-profit maternity home that provides for the needs of young women and their babies caught in the cycle of abuse, poverty, and neglect. He also commits to running in the Race for the Roses each year that benefits Albertina Kerr, an organization helping children, adults, and families with mental health challenges and development disabilities. He is happy to report that he has finished every race and receives a beautiful Portland rose as he crosses the line.
Dave and his wife, Carol, are now empty nesters after raising their son Sean and daughter Kelly. Sean works in corporate finance in Portland, where he lives with his wife, Hayley. Kelly is an intensive care nurse living and working in Salem. Dave and Carol enjoy staying active. They kayak on rivers and lakes in the Portland area as well as near their vacation home in Gearhart. Playing nine holes of golf together has become a common occurrence. Recent trips to China and Scotland are travel highlights. While in Scotland, Dave was able to connect with several relatives of his Scottish grandparents. Many more “bucket list” excursions are being discussed. Stay tuned.
Client Implementation Manager
Rachael joined the CFG Wealth Management team in May 2016 and is currently working as the client implementation manager. Rachael works closely with our clients, assisting with the onboarding of new clients and 401(k) plans. She helps to process client requests and maintain the efficiency of the office. Prior to working at CFG, Rachael worked in the banking industry for more than four years. She has been able to combine her knowledge and experience to pursue her aspirations of helping others achieve financial security.
Rachael is a Portland native as well as an alum of a Portland State University, where she achieved her BS in sociology, minoring in business administration. Rachael has a desire to contribute to the local community where she volunteers with the Oregon Food Bank and helps to support ACT (Autism Care and Treatment). Rachael is passionate about supporting the autism community as she has a cousin who is on the spectrum.
Rachael spends much of her time with her close family, friends, and her entertaining Scottish fold cat. She loves to travel around the Pacific Northwest and is always looking for the next best hiking trail. Angel’s Rest is one of her favorite trails to hike in the Columbia River Gorge.