INSIGHTS
From Spotlight to Strategy: Key Takeaways from Finseca’s LAMP Conference
Our team was excited to attend another year of Finseca’s Leaders and Managers Program (LAMP), an opportunity for us to connect with industry peers and showcase the exceptional leadership and distinctive culture we've fostered at CFG. This premier three-day event drew over 1,300 attendees dedicated to advancing the financial services sector.
Community Newsletter: March Updates
March brought a fresh energy to our firm – one filled with creativity and celebration. From culture-building to spontaneous fun, see what made this month a standout for our team.
Community Newsletter: February Updates
As winter continued, February brought exciting opportunities for collaboration, learning, and celebration at CFG. From the mountains to the mindset training, February was filled with meaningful connections, personal growth, and exciting opportunities. Here’s a recap of the key highlights that shaped our month!
Community Newsletter: January Updates
January was a month of fresh starts, bold plans, and meaningful connections. From strategic kickoffs to advisor recognition and team-building events, we’ve set the tone for an impactful 2025. Join us as we reflect on the moments that have already made this year special and the momentum we’re building for what’s ahead.
Community Newsletter: December Updates
As the year comes to a close, December has been a month full of reflection, celebration, and forward momentum for our firm. Here’s a look back at the highlights that made this month so memorable!
The Strongest Communities Are Built Together
Success isn't attributed to a number – it’s about the impact we create together. At CFG, philanthropy goes beyond financial contributions. It’s about building connections, fostering meaningful change, and staying true to our mission of helping others reach their full potential.
CFG Welcomes Douglas Perry: Strengthening Wealth Management Solutions with Stafford Wealth Advisors
CFG is thrilled to welcome Doug Perry and his incredible team—Caroline Perry and Megan Waters—to our growing network! Together, they are launching Stafford Wealth Advisors, a boutique wealth management practice based in Portland, OR.
Community Newsletter: November Updates
As we embrace the spirit of November, our advisors and staff have been busy making the most of this season of gratitude, connection, and growth.
Community Newsletter: October Updates
From festive gatherings to meaningful moments with our team and partners, we embraced the season to the fullest. Here’s a look back at all the ways we connected, celebrated, and made an impact this October.
Community Newsletter: September Updates
See what our advisors and staff were up to in September.