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. Wealth Manager (360) 694-0159 360-735-1239 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 Pulsipher has provided financial services to families and businesses since 2000. Read more Jeff Brooks, BFA™ Wealth Manager 360-694-0159 360-735-1239 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 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 Jeff Moormeier Wealth Manager (425) 512-8595 For three decades Jeff has been aiding families and friends navigate the road to reach their financial goals and objectives. Jeff uses "old fashioned principles" and "state of the art tools," a great combination... Read more Holly Lay Broker Assistant 360-694-0159 360-735-1239 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 Tanya Carter E.A. CFG Tax Services (360) 693-0137 (360) 735-1239 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 Karin Hemstock Broker Assistant (360) 694-0159 (360) 735-1239 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 (360) 735-1239 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 Bradley C. Fields Wealth Manager (503) 244-9215 My financial planning career began in 1987 as a registered representative with Waddell & Reed, Inc. There, I attained the Top 25 Producer List nationwide. I established Delta Financial Group in 1991 as an independent financial planning... Read more Kelly Jendreau Wealth Manager (503) 244-9215 I have been in the financial services industry since 1996. Presently, as a licensed sales assistant at Delta Financial Group my duties include client relations, records management and sustaining compliance requirements between the... Read more Wendi Ouellette CFP® Wealth Manager (503) 244-9215 After graduating from University of Oregon in 1997, I was ready to face new challenges. I came to Delta Financial Group in 1998, began with data analysis and reporting, and soon became very interested in the securities market -... Read more Have a Question? Name Email Address Question Thank you! Oops!