4840 North River Boulevard Northeast
Vice President of Sales and Development
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.
Director of Securities Operations and OSJ Branch Manager
Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.
Brittany Raymond currently serves as the Collective Financial Group Virtual Admin, and also is cross trained with the Securities Support Division Processing Team.
Sales Desk Representative
Kyle is a Sales Desk Representative for CFG. Kyle has been in the insurance and financial service business since 2016 and holds a life and health insurance license and FINRA Series 6 and 63 registrations. Kyle attended Des Moines Area...
Mitch is a Sales Desk Representative for CFG. Mitch has been in the insurance and financial services business since 2017 and holds a life and health insurance license. He is a graduate of Upper Iowa University with a degree in...
Securities Support Analyst
Candice specializes in assisting and also training advisors and support staff in business processing, paperwork, and general business related issues.
Special Projects & Communications Specialist
Jo is the Special Projects & Communications Specialist with Collective Financial Group. Jo has been in the industry since 1985, starting as part of the Life Investors Cedar Rapids Agency and then transferred to the Home Office.
OSJ Branch Manager
Amy Rountree joined Securities Support Division in 2021, on the SSD OSJ Branch Manager team, supporting the supervision and office review processes of SSD advisors and their staff.
Meg Wells-Putz is a member of our Virtual Admin team. Prior to joining the CFG team, she spent 4 years in the financial sector working with Securities Service Network-Ladenburg Thalman and Advisor Group broker dealers.
Michael is a Sales Desk Representative for CFG. Michael has been in the insurance and financial services business since 2022 and holds a life and health insurance license. He is a recent graduate of the University of Northern Iowa with...