The people behind your plan
Our team brings decades of experience, credentialed insight, and shared values to every client relationship. These are fiduciary professionals who chose independence so they could always put your interest first. Get to know the people behind your plan.
Our Team
Our Leadership Team
Meet the leaders who guide CG Financial Services with integrity, independence, and a commitment to continuous learning. Their experience spans decades. Their standard never wavers.
Our Advisors
Experienced Advisors, Focused on You
Behind every relationship is a coordinated team of financial planners, investment strategists, and insurance professionals working together around your goals. Each advisor brings focused expertise, advanced credentials, and a shared commitment to showing up for you every day.
Eric Fritz
Financial Advisor
RICP®
Our Values
Built on Shared Values
Meaningful outcomes come from more than expertise alone. They are built on collaboration, trust, and a shared commitment to doing what’s right for every client, every time.
Lifelong Learning & Wisdom
Our advisors never stop learning. With over 100 professional certifications held firmwide, continuous education isn't a requirement at CG. It's a core value.
Thoughtful Problem Solving
We approach every challenge with discipline and creativity. No finger-pointing. No passing the buck. Just clear accountability, follow-through on commitments, and solutions that actually solve the problem.
Ownership With Purpose
Our team doesn't wait to be asked. They bring ideas, spot opportunities, and take ownership of your plan as if their own future depended on it.
Integrity in Every Interaction
Honesty isn't a policy here. It's who we are. We tell you what you need to hear, not what's easy to say. No hidden agendas. No politics. Just straight talk and fiduciary accountability.
Shared Success & Stewardship
We measure success by the difference we make for our clients, our team, and the communities we call home. When the people around us are better for having worked with us, we've done our job.
Interested in Joining the Team?
If you're committed to client success and thrive in an independent, collaborative environment, we welcome the conversation. Join a team built on shared values, fiduciary purpose, and the belief that doing the right work matters more than doing the most work.
Work With the Team That Puts You First
You've met the team. Now let's talk about your plan.
