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.

Wealth Manager

(360) 694-0159

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 KMS Financial Services, Member FINRA/SIPC, to help meet those growing needs.

Read more

Matt Pulsipher, ChFC, CFP®

Wealth Manager

(360) 694-0159

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

Wealth Manager

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

Angela Lowe

Wealth Manager

(360) 694-0159

angela@cityfg.com

Angela graduated from Brigham Young University where she studied Public Relations and Sociology. She enjoyed a successful career as a specialized project manager with a large supplement company. A significant part of her responsibility...

Read more

Tanya Carter

CFG Tax Services

(360) 693-0137

tanya@cityfg.com

Tanya Carter has been preparing taxes for more than 30 years.Tanya brings a wealth of tax knowledge and experience to CFG. Along with tax preparation, Tanya will also assist clients with bookkeeping and payroll services. Tanya looks...

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

Karin Hemstock

Broker Assistant

(360) 694-0159

(360) 735-1239

karin@cityfg.com

Karin started with CFG in April of 2018 as the Client Relationship Manager. Karin retired from the federal government in February 2018 where she worked for over 26 years, primarily in an office environment. Karin went to Michigan State...

Read more

Christina Brooks

Client Relationship Manager

(360) 694-0159

christina@cityfg.com

Christina joins CFG after working in construction accounting for over 25 years. She will be your first contact when calling or coming into the office and serves as a liaison ensuring your initial needs are being met. Christina brings a...

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

Have a Question?

Name
Email
Question
Thank you! Oops!