We’re your people.

Steve Jr. is the driving force behind the innovation and development of our investment solutions and platform. He leads the Investment Team and brings nearly two decades of experience to the firm, as well as a strong commitment to personal finance and asset management, as evidenced by his CFP® certification, AIF® designation and CFA® designation.

With over 40 years of experience working with clients in the financial services industry, Steve Sr. co-leads the Investment Team. He has an uncanny ability to focus on practical solutions to complex problems, and his wisdom is a valuable resource for the firm. Further, his leadership and counsel are critically important as the Investment Team strives to navigate the ever-changing global economy and financial markets.

Brian is responsible for Citizen Advisory Group’s trade management processes, including everything from implementing portfolio investment decisions, account rebalancing, cash management functions, and trade executions. Brian also manages our portfolio management system with strong attention to detail and dedication to responsiveness and efficiency. That system is foundational to all back-office functions, including transaction reconciliation, account billing, client reporting, and web access.

Mike has a strong background in computer science and statistics, which aids in his role as a critical member of our operations team. He leads our technology initiatives while supporting the trade management and portfolio accounting functions.

Nick leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients. He holds the CFP® certification and CFA® designation and is well positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.

Jon oversees the daily investment research and portfolio management responsibilities for the Investment Team, which involves asset allocation research, fund monitoring, due diligence, investment strategy evaluation and implementation, and performance monitoring. He has a diverse background in corporate finance and investment management, and he holds the CFA® designation and CFP® certification.

Janine manages our accounting and financial systems, human resources functions, and office operations. She is a crucial member of our compliance team and supports various departments across our firm, including trading, financial planning, performance reporting, and account billing.