MIKE COHN, CLU, CHFC
AREA PRESIDENT
BRIAN DEANE
AREA PRESIDENT
PAUL E. YATES, FSA, CLU
VICE PRESIDENT
JASON CHALMERS
Executive Planning
Life / Disability / Retirement Solutions
Ann Marie Liotta, AEP
U.S. WEALTH STRATEGIST
MIKE BUGBEE, FSA
Case Design Analyst, Sr.
JULIE MAKOWSKI
Client Relationship Manager, Sr.
MARI BERESFORD
Operations and Administration Leader
Avery Steves
Client Service Analyst
Bryan Haas
Case Designer, Sr.
Jane Reichenberg
Client Relationship Manager
Kathie Figueroa
Underwriter, Sr. / New Business Specialist
Katie Carlson
Underwriter / New Business Specialist
Meredith Galentine
Client Service Manager – High Net Worth Service Group
Olivia Smith
Client Service Manager
Steven Herrera
Case Design Analyst, Sr.
Matthew Kasper
Principal
Community Involvement
CFG and its employees are active in the local community, and participate and contribute to a number of causes and charities.
- Phoenix Art Museum
- Free Arts for Abused Children of Arizona
- Desert Botanical Garden, Phoenix, Az.
- Morris Animal Foundation, Denver, Co.
- Juvenile Diabetes Research Foundation, Phoenix, Az