Broker Check

Onboarding Division

Chris Adair

Vice President of Sales and Development

319-200-8183

319-393-5931

cadair@cfgpro.com

Chris Adair is the VP of Sales and Development for CFG.  He is dedicated to the overall growth of CFG, including oversight of day to day operations and implementing strategic vision that impacts overall organizational productivity.

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Eric Ellison

Vice President of Contracting and Commissions

319-393-6526

319-200-8229

eellison@cfgpro.com

Eric Ellison is the Vice President of Contracting & Commissions for Collective Financial Group.

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Lisa Doherty

Director of Securities Operations and OSJ Branch Manager

888-484-3778

888-613-5456

ldoherty@cfgpro.com

Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.

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Dawn Jerrard-Johnson

Securities Operations Specialist

888-484-3778

888-613-5456

djohnson@cfgpro.com

Dawn joined the Securities Support Unit in 2017. Dawn is Series 7 licensed and has been in the financial services industry since 2000. Dawn has an extensive background in brokerage services and was a direct advocate for 25 of the top...

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