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
360-735-1239
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.
Matt Pulsipher, ChFC, CFP®
Wealth Manager
360-735-1239
Matt Pulsipher has provided financial services to families and businesses since 2000.
Jeff Brooks, BFA™
Wealth Manager
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...
Angela Lowe
Wealth Manager
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...
Jeff Moormeier
Wealth Manager
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...
Tanya Carter
CFG Tax Services
(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...
Karin Hemstock
Broker Assistant
(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...
Christina Brooks
Client Relationship Manager
(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...
Dennis L. Breitenstein
Founder
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...