Team At City Fiduciary Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?What’s a good approach for college savings?What are the elements of a sound estate strategy?Do I have enough life insurance for my family?Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Scott Lowe, A.A.M.S. Senior Partner 831-426-0652 360-735-1239 email@example.com Scott started his career with a large full service firm. After realizing his clients’ needs were out growing his full service firm, he discovered Cetera Advisors LLC, Member FINRA/SIPC, to help meet those growing needs. Read more Matt Pulsipher, ChFC, CFP® Senior Partner 831-426-0652 360-735-1239 firstname.lastname@example.org Matt Pulsipher has provided financial services to families and businesses since 2000. He joined Cascadia Wealth Management to launch his advisory practice in 2008, thus creating the ability to better service the needs of his clients.... Read more Jeff Brooks Senior Partner 360-694-0159 360-735-1239 email@example.com Jeff Brooks provides straight-forward, highly customized financial services to individuals and businesses. Each client benefits from a portfolio tailored to meet his or her individual needs. Jeff has been securities registered since... Read more Dennis L. Breitenstein Founder 360-694-0159 360-735-1239 Dennis L. Breitenstein founded CFG in 1982 with the mission to provide personalized service to every client. Treating clients as they wanted to be treated, the business became known for that personal touch, transforming what could have... Read more Holly Lay Broker Assistant 360-694-0159 360-735-1239 firstname.lastname@example.org Holly has been with CFG since 2008 as a Broker Assistant. Holly prepares client reviews, runs insurance quotes, and prepares paperwork. Holly worked in the mortgage industry and consumer finance prior to joining CFG.... Read more Jen Ginn Broker’s Assistant 360-694-0159 email@example.com Jen has over twelve years of customer service experience and joined City Fiduciary Group in 2015. She enjoys creating a positive work environment and getting to know our clients. Jen is a mother of two amazing children whom are very... Read more Maggie Walters Client Relationship Manager 360-694-0159 firstname.lastname@example.org Maggie was born and bred in the United Kingdom, becoming the proud mother of two daughters. The highlight of her career in the UK was teaching in Adult Education for eight years. Maggie came to the United States in 1994 and worked for... Read more Have a Question? Name Email Question Thank you! Oops!