Our Team

Our driving force is the desire to see your goals come to life. Our highly qualified, passionate team works together to make the goals of their shared clients a reality.

Jennifer Blanchard

*

Financial Advisor

Brian Brown

*

Field Director / Financial Advisor

Jon Carroll

*

Field Director / Financial Advisor

Caroline Clark

*

Client Service Associate

Ragland Coxe

*

Financial Advisor

Jason Creech

*

Chief Financial Officer

James Dejter

*

Financial Advisor

Gavin Dooley

*

Financial Advisor

Britt Gilbert

*

President / CEO

Nathan Heinlein

*

Financial Planning Associate

Michael Henry

*

Financial Advisor

Rhett Lindler

*

Financial Advisor

Lindsay Loignon

*

Financial ADVISOR

Sam McBride

*

Financial Advisor

Paul Newell

*

Financial Advisor

Nicholas Pavia

*

Director of Medical Division / Financial Advisor

George Rabon CFP®

*

Financial Advisor

Alex Roliczek

*

Financial Advisor

Kristin Schwalbe

*

Administrative Assistant

Keating Simons

*

Compliance Principal

Ashley Stoll

*

Administrative Assistant

Samantha Taresh

*

Client Service Associate

Tyler Tenaglia

*

Research Analyst

Noah Tremaine

*

Financial Paraplanner

Todd Turner CEPA®

*

Financial Advisor

Jill Wahlberg

*

Client Service Associate

Ellerie Walker

*

Registered Client Service Associate

Heather Wanner

*

Marketing & Recruiting Manager

Emily Welsh FPQP®

*

Financial Paraplanner

John Welsh

*

Financial Advisor

We are currently seeking to add highly qualified financial advisors to our team.

* Individuals associated with Commonwealth Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment adviser, member FINRA/SIPC. Check the background of this investment professional on FINRA's BrokerCheck.