June brought no shortage of momentum across the firm, from conferences and advisor events to summer outings and community impact. Catch a glimpse of how our advisors and staff showed up, connected, and continued to lead with purpose.

From meaningful connections to moments of growth, May was a month where our team made an impact both inside and outside the office. Dive into our latest update to see how advisors and staff came together to push boundaries and strengthen community ties.

April was an exciting month at CFG! Our advisors and staff were busy attending industry events, celebrating milestones, and continuing their commitment to growth and learning. From inspiring conferences to team-building activities, take a look at what we’ve been up to and how our ongoing efforts are shaping the future of our firm.

March brought a fresh energy to our firm – one filled with creativity and celebration. From culture-building to spontaneous fun, see what made this month a standout for our team.

As winter continued, February brought exciting opportunities for collaboration, learning, and celebration at CFG. From the mountains to the mindset training, February was filled with meaningful connections, personal growth, and exciting opportunities. Here’s a recap of the key highlights that shaped our month!

January was a month of fresh starts, bold plans, and meaningful connections. From strategic kickoffs to advisor recognition and team-building events, we’ve set the tone for an impactful 2025. Join us as we reflect on the moments that have already made this year special and the momentum we’re building for what’s ahead.

As the year comes to a close, December has been a month full of reflection, celebration, and forward momentum for our firm. Here’s a look back at the highlights that made this month so memorable!