Guest User 3/31/26 Guest User 3/31/26

Honoring Our Heritage as One of MassMutual’s Oldest Firms

In an industry shaped by constant change – new markets, new technologies, new expectations – longevity is never an accident. It’s the product of leadership that adapts, values that endure, and a shared belief that guiding people through life’s most important financial decisions is work that truly matters.

CFG Marketing 3/31/26 CFG Marketing 3/31/26

Community Newsletter: March Updates

March was a busy month across the firm, with a range of events that brought people together in different ways. From team gatherings to industry moments, it was a chance to stay connected, share perspectives, and keep building on the momentum of the year.

Guest User 3/31/26 Guest User 3/31/26

Finseca’s LAMP 2026: A Week of Learning, Leadership, and Recognition

Our team traveled to Nashville, TN for Finseca’s Leaders and Managers Program (LAMP), one of the profession’s most influential gatherings for leadership development, talent strategies, and the future of financial planning. It was an energizing few days filled with insight, connection, and recognition for the work our team is doing every day to elevate the profession.

CFG Marketing 3/4/26 CFG Marketing 3/4/26

Community Newsletter: February Updates

February was filled with moments that brought our people together. These events reflect the culture we’re intentional about building every day: one rooted in collaboration, community, and showing up for one another.

CFG Marketing 2/6/26 CFG Marketing 2/6/26

Community Newsletter: January Updates

January set the tone for an exciting year at the firm. From team gatherings to culture-focused events, our community came together to celebrate successes, connect with one another, and kick off 2026 with energy and momentum.

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Celebrating Eleven Advisors Recognized as 2025 Rising Leaders

We’re proud to share an exciting milestone for our firm: eleven of our advisors qualified as Rising Leaders in 2025. This achievement reflects the drive, dedication, and meaningful impact these advisors bring to the clients and communities they serve every day.

CFG Marketing 1/5/26 CFG Marketing 1/5/26

Community Newsletter: December Updates

December brought the year full circle by celebrating our people, showing up for our communities, and savoring time together. From annual traditions to new milestones, the month reflected the relationships and shared experiences that define who we are.

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CFG Welcomes Chris Martinson and Justin Esposito: Strengthening Personalized Investment Solutions with Highland Peak Wealth

CFG is proud to celebrate Financial Planner, Patrick O’Brien, who has been recognized by Massachusetts Mutual Life Insurance Company (MassMutual) as a Freshman Five Award recipient. This prestigious national honor recognizes five standout financial professionals affiliated with MassMutual for their achievements, including prior calendar year production.

CFG Marketing 12/1/25 CFG Marketing 12/1/25

Community Newsletter: November Updates

November captured the momentum that defined 2025 – growth fueled by connection, celebration, and community impact. We leaned into the moments that strengthen our culture and the communities we serve.

CFG Marketing 11/5/25 CFG Marketing 11/5/25

Community Newsletter: October Updates

From ongoing learning opportunities to advisor events and client gatherings, October was a month of connection and celebration. Our advisors and staff came together to recognize achievements, strengthen relationships, and make a meaningful impact in the communities we serve.

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