Broker Check

Representative Support 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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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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Brittany Raymond

Virtual Admin

888-484-3778

888-613-5456

braymond@cfgpro.com

Brittany Raymond currently serves as the Collective Financial Group Virtual Admin, and also is cross trained with the Securities Support Division Processing Team.

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Kyle Hanna

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...

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Mitch Moser

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...

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Vince Welsh

Technology Specialist

(319) 200-8180

(319) 900-6077

vwelsh@cfgpro.com

Vince is the Technology Specialist for Collective Financial Group. He is responsible for working with the production tracking system and helping to deploy production numbers on a weekly basis for the company and its Financial...
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Candice Engstrom

Securities Support Analyst

888-484-3778

888-613-5456

cengstrom@cfgpro.com

Candice specializes in assisting and also training advisors and support staff in business processing, paperwork, and general business related issues.

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Kort Steele

Sales Desk Representative

866-315-7780

sales@cfgpro.com

Kort is a Sales Desk Representative for CFG. Kort has been in the insurance and financial services business since 2020 and holds a life and health insurance license. He is a graduate of the University of Nebraska – Lincoln. Kort...
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Jo Carbaugh

Special Projects & Communications Specialist

319-393-6526

319-200-8211

jcarbaugh@cfgpro.com

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.

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Amy Rountree

OSJ Branch Manager

888-484-3778 x110

888-613-5456

arountree@cfgpro.com

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.

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Meg Wells-Putz

Virtual Admin

888-484-3778

888-613-5456

mwellsputz@cfgpro.com

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.

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Michael Donnan

Sales Desk Representative

866-315-7780

sales@cfgpro.com

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...

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