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.
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Murray Carter, CFP®, AWMA®, AIF®
Executive Vice President / Wealth Management, Financial Advisor
Mitchell Lerner
Vice President/ Wealth Management, Financial Advisor
Erik Fromm, CPWA®, CFP®, CLTC®
Vice President/ Wealth Management, Financial Advisor
Chris Rockwell, CFP®, CFA
Vice President/ Wealth Management, Financial Advisor
Michael Johnson, CFP®
Financial Advisor
Katherine Luu
Senior Registered Private Client Associate
Paul Doupe, CIMA®
Account Executive
Alice Quick
Private Client Associate
Heather Ludwig
Private Client Associate
Logan Jagodzinski
Registered Private Client Associate
Grant Larson
Private Client Associate
Awards
Forbes 2026 Best-In-State Wealth Advisor
Murray Carter named to Forbes 2026 Best-In-State Wealth Advisors list.
NAPA Top Teams 2026
CSG Capital Partners named to 2026 NAPA Top DC Advisor Teams List!
Forbes | SHOOK 2026
CSG Capital Partners named to Forbes 2026 Best-In-State Wealth Management Team list.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
