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.
... Read more.
Read less.
Murray Carter, CFP®, AWMA®, AIF®
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, CPWA®, CFP®, CLTC®
Vice President/ Wealth Management, Financial Advisor
Chris Rockwell, CFP®, CFA
Vice President/ Wealth Management, Financial Advisor
Katherine Luu
Senior Registered Private Client Associate
Paul Doupe, CIMA®
Account Executive
Alice Quick
Private Client Associate
Heather Ludwig
Private Client Associate
Awards
2024 PLANADVISER
Murray Carter, AWMA® CFP®, AIF®, Financial Advisor, identified as one of the 2024 PLANADVISER Top Retirement Plan Advisors.
NAPA Top Teams 2024
CSG Capital Partners has been named a NAPA Top Defined Contribution Team for a seventh consecutive year!
Forbes | SHOOK 2024
CSG Capital Partners named to Forbes 2024 Best-in-State Wealth Management Teams List.
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.
