Jonathan Harrier is a CFP® professional with 16 years of industry experience. He has worked at CFG Wealth Management Services Inc since 2002 and holds Series 63 and Series 65 licenses. CFG Wealth Management Services provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers customized investment management, financial planning, and consulting, with a focus on client communication and educational support.

Michael Puckett is a CFP® and Series 63 credentialed advisor with 22 years of industry experience. He has been with CFG Wealth Management Services Inc in Indianapolis since 1983. Puckett is also the managing member of MDP Professional Services, LLC, which provides outsourced financial planning services. CFG Wealth Management Services, Inc. offers discretionary investment supervisory and financial planning services to individuals, high net worth clients, pension and profit-sharing plans, and corporations. The firm’s investment approach emphasizes individualized asset allocation and manager selection within a structured process that includes ongoing portfolio management and client education.