Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.

Brian Green is a financial advisor at Capital Management Group, Inc. in St. Charles, IL, holding a Series 65 designation with 24 years of industry experience. He has been with Capital Management Group since 2001. Capital Management Group, Inc. provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with a focus on conservative fixed-income management, serving both retail and certain institutional-style clients.