We have been securing and protecting the financial independence of our clients since 1983.  At a time when "wealth management" was not a commonly used phrase, in 1995 we changed the name of our firm from Consolidated Financial Group to CFG Wealth Management Services in order to more clearly indicate the nature of our work.

 

In addition to our staff members shown below, we have a variety of long-standing strategic alliances with like-minded, experienced professionals who also adhere to the fiduciary standards of care necessary to service our clientele in specific areas such as income tax planning, insurance, estate planning, private banking, and retirement plan administration.

Michael Puckett, CFP®, AIFA®

 

President, Chief Executive Officer

Mr. Puckett is the founder of CFG Wealth Management Services, Inc. and is the visionary of the Personal Financial Fiduciary® brand. Mr. Puckett received the Certified Financial Planner® certification in 1987 and was admitted to the Registry of Financial Planning Practitioners in 1988.  In January of 2006 he was awarded the Accredited Investment Fiduciary Analyst® professional designation by the Center for Fiduciary Studies and the Joseph M. Katz Graduate School of Business, University of Pittsburgh.

Jonathan Harrier, CFP®, CIMA®

 

Chief Investment Officer, Chief Compliance Officer

Mr. Harrier has been a member of CFG’s team since 2003.  Formerly with Merrill Lynch & Co., Mr. Harrier has developed expertise in securities analysis and tactical asset allocation strategies.  As Chief Investment Officer, he is responsible for the strategy and implementation of CFG’s investment management service.  Research interests primarily focus on investor psychology, behavioral finance, asset allocation strategies, and market volatility.

 

Mr. Harrier has an MBA in Finance from the Kelley School of Business at Indiana University.  He received the Certified Investment Management Analyst® designation in 2005, and the Certified Financial Planner® certification in 2010.