Succession Planning Division

You’ve worked hard to build your practice. You also want to make sure that your clients are taken care of after you’re gone. With an average financial professional age nearly a decade younger than the industry average, CFG will work diligently to partner you with someone to take care of your clients and continue the legacy you’ve built.

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.

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.

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...