We’re grateful for the trust and confidence Scott, Kathy and Kailen have placed in our team. We’ve enjoyed getting to know them better over the last few months and we’re excited to welcome the entire PPS team and their clients to CGN Advisors!
It’s clear that we share similar financial planning and investment philosophies and, as you can see below—just like PPS—our number one priority is our clients and their families.
Read on to learn about our core values and visit our website at: www.cgnadvisors.com. We look forward to meeting you!
CGN Management Team
Chad Chase, Managing Principal - Senior Advisor
Mike Greim, Managing Principal - Investments
Justin Nichols, Managing Principal - Operations
Roxanne Martens, Director - Financial Advisor
Nicola Cyr, Director - Operations & Investments
First and foremost, our goal is to provide superior client service to help you strike a balance in your life between enjoying today and planning for tomorrow. We are deeply committed to the fiduciary standard, putting your interests above our own.
We don’t sell investment or insurance products. We feel this minimizes conflicts of interest and is the most objective way to provide financial advice.
Our work culture is comfortable and relaxed. “Business casual”, in most cases. We strive to be empathetic listeners. This makes it easier to connect with you and have real conversations about your personal financial life.
Don't let our "approachability" fool you, we are seriously dedicated to our knowledge and ongoing education of financial planning and investments. We are credentialed, experienced professionals. We require that all partner advisors obtain CFP® certification (or the CPA/PFS credential) within 5 years from their start date.
We're proud of our awesome work culture. We work hard, but we also have a lot of fun. We celebrate wins. We take care of each other. We strive to be energy givers.
We appreciate that we are all unique and have varied cultures, backgrounds, experiences and beliefs. We are accessible. We are inclusive. We treat others as we’d like to be treated. We want to work with people who want to work with us.
No one looks back and wishes they had spent more time at work. Just like we aim to help you strike a balance in your life, we strive to provide leverage and flexibility to our partner advisors and our home office staff that allows them to have time with their family and friends and causes that are important to them.