Representative Support Division
Chris Adair
Vice President of Sales and Development
319-393-5931
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.
Lisa Doherty
Director of Securities Operations and OSJ Branch Manager
888-613-5456
Lisa Doherty serves as the Director of Securities Operations and Senior OSJ Branch Manager for the Securities Support Division.
Brittany Raymond
Virtual Admin
888-613-5456
Brittany Raymond currently serves as the Collective Financial Group Virtual Admin, and also is cross trained with the Securities Support Division Processing Team.
Kyle Hanna
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 Moser
Sales Desk Representative
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...
Vince Welsh
Technology Specialist
(319) 900-6077
Candice Engstrom
Securities Support Analyst
888-613-5456
Candice specializes in assisting and also training advisors and support staff in business processing, paperwork, and general business related issues.
Kort Steele
Sales Desk Representative
Jo Carbaugh
Special Projects & Communications Specialist
319-200-8211
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.
Amy Rountree
OSJ Branch Manager
888-613-5456
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
Virtual Admin
888-613-5456
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 Donnan
Sales Desk Representative
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...