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@cascadiawm.com

Scott started his career in the financial world 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...
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Matt Pulsipher, ChFC, CFP®

Senior Partner

831-426-0652

360-735-1239

matt@cascadiawm.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....

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Jeff Brooks

Senior Partner

360-694-0159

360-735-1239

jeffbrooks@ceteraadvisors.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...
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Dennis L. Breitenstein

Founder

360-694-0159

360-735-1239

dennisbreitenstein@ceteraadvisors.com

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...
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Holly Lay

Broker Assistant

360-694-0159

360-735-1239

HollyLay@ceteraadvisors.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....
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Jen Ginn

Broker’s Assistant

360-694-0159

JenGinn@ceteraadvisors.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...
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Maggie Walters

Client Relationship Manager

360-694-0159

MaggieWalters@ceteraadvisors.com

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...
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