Broker Check

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 strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We 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

scott@cityfg.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

matt@cityfg.com

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

jeff@cityfg.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

holly@cityfg.com

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

Brandon Brooks

Broker's Assistant

(360) 694-0159

brandon@cityfg.com

A recent 2017 Linfield College graduate with a Bachelor’s of Science in Business Management, Brandon not only was a student but an athlete, student admission ambassador, and part-time admission counselor intern. Outside of...

Read more

Tiffany Stewart

Client Relationship Manager

(360) 694-0159

tiffany@cityfg.com

Tiffany started with CFG in 2018 as the Client Relationship Manager. She is the first point of contact for the firm’s clients to address any and all day-to-day service issues and requests, and facilitate the ongoing management of...
Read more

Have a Question?

Name
Email
Question
Thank you! Oops!