Who We Are
Our Team
We believe that our clients are best served by leveraging the unique experience, knowledge, and personality of our team members — which provides clients more value than any of us could individually.
Murray Carter, CFP®, AWMA®, AIF®, C(k)P®
Executive Vice President / Wealth Management, Financial Advisor
Mitchell Lerner
Vice President/ Wealth Management, Financial Advisor
Tom Hansen, AWMA®
Vice President/ Investments, Financial Advisor
Erik Fromm, CFP®, CLTC®
Vice President/ Wealth Management, Financial Advisor
Chris Rockwell, CFP®, CFA
Vice President/ Wealth Management, Financial Advisor
Veronica Rodgers, CRPC®, CLTC®
Account Executive
Brad Garner, CFP®
Senior Financial Planning Associate
Katherine Luu
Senior Registered Private Client Associate
Alice Quick
Private Client Associate
Heather Ludwig
Private Client Associate
Awards
AdvisorHub 2022
Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub.
NAPA Top Teams 2021
CSG Capital Partners has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor Teams list.
Murray Carter Named to the Financial Times 2019 List of Top 400 Financial Advisors
The list recognizes the top financial advisors at national, independent, regional, and bank broker-dealers from across the U.S. The annual FT 400 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
Community Involvement
At CSG, we are deeply committed to making an impact in our local communities as well as helping our clients make an impact on the causes and organizations that are important to them. We take great pride in our service on various boards and our participation in charitable events throughout the year. This is the fun stuff!
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
