MIKE COHN, CLU, CHFC
AREA PRESIDENT

PAUL E. YATES, FSA, CLU
VICE PRESIDENT

JASON CHALMERS
DIRECTOR

BRIAN DEANE
DIRECTOR OF SALES AND MARKETING

BENJY STREMPEL
DIRECTOR

NATHAN MAZZAPICA
DIRECTOR

MIKE PADON
DIRECTOR

Ann Marie Liotta, CPA, AEP
U.S. WEALTH STRATEGIST

LEEANN BLANCHARD, CLU
DIRECTOR OF CLIENT SERVICES

SARAH DECKER
DIRECTOR – EXECUTIVE BENEFITS SERVICE GROUP

MICHAEL LUCIDI, CFP, CLU
DIRECTOR OF CASE DESIGN

ERNEST HUI, CLU, CHFC
SENIOR CASE DESIGN ANALYST

MIKE BUGBEE, FSA
SENIOR CASE DESIGN ANALYST

BECCA NATHE
SENIOR CLIENT SERVICE ANALYST

KEVIN ANDERSON
CLIENT SERVICE ANALYST

MARI BERESFORD
EXECUTIVE ASSISTANT

LISA CARAWAY
ADMINISTRATIVE ASSISTANT

KAYLA ARISTIDE
CLIENT MARKETING SPECIALIST

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