Idaho Falls, ID Office

Daniel Mcpherson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CG Advisory Services. His prior roles include positions at Capital Asset Advisory Services and Cetera Advisors LLC, and he has a longstanding relationship with Minnesota Life Insurance Co. Outside of his advisory work, he owns and operates Claymore Tactical LLC, a sporting goods sales business. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, and charitable organizations. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios and bespoke account structures, supported by an Investment Committee and advanced technology platforms.

Charles Daugherty is a financial advisor at CG Advisory Services with one year of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Concepts and Cottonwood Capital Advisors. His background also includes roles at Brigham Young University and D.L. Evans Bank. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios and bespoke account structures.

Colby Smith is a financial advisor with CG Advisory Services, holding a Series 65 designation and one year of industry experience. Prior to joining CG Advisory Services, he has worked at Strategic Wealth Concepts and held roles at Brigham Young University - Idaho, Panda Express, and Idahoan Foods. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized private equity and hedge fund access.