Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Scott Lowe

Scott Lowe, A.A.M.S.

Wealth Manager - Owner CFG

360-694-0159

360-735-1239

Matt Pulsipher

Matt Pulsipher, ChFC, CFP®, NSSA

Wealth Manager - Owner CFG

360-694-0159

360-735-1239

Jeff Brooks

Jeff Brooks, BFA™

Wealth Manager - Owner CFG

360-694-0159

360-735-1239

Tanya Carter  E.A.

Tanya Carter E.A.

CFG Tax Services

360-693-0137

360-735-1239

Diana Wojcik

Diana Wojcik

Chief Investment Officer

(360) 694-0159

Candace Stogin

Candace Stogin

Wealth Manager

(360) 694-0159

(360) 735-1239

Rachelle Corey

Rachelle Corey

CFG Tax Services (EA)

360-693-0137

LaVeta Scherer

LaVeta Scherer

CFG Tax Services (EA)

360-693-0137

Ralph Doggett

Ralph Doggett

Wealth Manager / CFG Tax Services (EA)

360-693-0137

Christina Brooks

Christina Brooks

Broker Assistant

360-694-0159

360-735-1239

Heidi Nutt

Heidi Nutt

Brokers Assistant

360-694-0159

Tabitha Johnston

Tabitha Johnston

Client Services Specialist

360-694-0159

Amanda Gehring

Amanda Gehring

Client Services Specialist

(503) 244-9215

Nathan Busenga

Nathan Busenga

Enrolled Agent

(360) 693-0137

(360) 735-1239

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.