Regional Representatives
Kade Vasi, CPWA®, CIMA®
Investment Consultant
kvasi@ccmg.com
Cell; 484.678.8272
Colorado, Iowa, Kansas, Minnesota, Missouri, Nebraska, Oklahoma
Jordan Rapoport
Investment Consultant
jrapoport@ccmg.com
Cell: 512.534.6798
Texas
Michael Cole, CFP®, CFS®
Investment Consultant
mcole@ccmg.com
Cell: 704.280.6114
Georgia, North Carolina, South Carolina
Rick Parker
Investment Consultant
rparker@ccmg.com
Cell: 502.919.3716
District of Columbia, Indiana, Kentucky, Maryland, Ohio, Tennessee, Virginia, West Virginia
Jason Snyder
Investment Consultant
jsnyder@ccmg.com
Cell: 858.386.3234
Arizona, Idaho, Nevada, New Mexico, Utah
Austin Spencer
Senior Relationship Manager
aspencer@ccmg.com
Direct: 215.999.8269
Southern California, Hawaii
Ryan Steele
Investment Consultant
rsteele@ccmg.com
Cell: 312.459.7319
Michigan, Wisconsin, Illinois
Justin Terman
Investment Consultant
jterman@ccmg.com
Phone: 614.378.7771
Alaska, Montana, Northern California, North Dakota, Oregon, South Dakota, Washington, Wyoming
Greg Morel
Investment Consultant
gmorel@ccmg.com
Cell: 914.999.0852
New York, Northern New Jersey, Long Island
Jeffrey Daigneault
Investment Consultant
JDaigneault@ccmg.com
Cell: 415.676.7164
Alabama, Arkansas, Mississippi, Louisiana, Florida |
