CFG has assembled the best and brightest minds, with a bona fide track record in their respective fields, in order to provide you with the financial services and products that you, your family, and your business deserve.

James Cunningham, CSA, CEP, MCEP, RFC, CCAP, CCWP
CEO and President
When starting CFG in January 2006, James brought nearly twenty years of business, financial, real estate and military experience together to create one of the most innovative conservative investment companies in the United States. ��His primary goals in establishing CFG are to fundamentally change the view of investment strategies for health care professionals and entrepreneurs and to provide opportunities to educate the public on contemporary approaches to life insurance and trusts which allow individuals to retain more income, improve investment exit strategies, and to reduce taxation.������

In addition to helming CFG, James has broadened the reach of CFG by providing institutional investment vehicles and conducting nationwide financial seminars.� He is currently Planned Giving Specialist for the Office of Development & Planned Giving at Northwestern Health Sciences in Bloomington, Minnesota as well as CFG�s key speaker at our Financial Independence Seminar series and other notable practice management seminars, such as ChiroAdvance Seminars and the upcoming Orthodontics Seminars.

Charles D. Matthews, Attorney at Law, MCEP
Estate Planning Department
With over forty years of distinguished legal service, Charles is a leader in the field of estate planning and provides CFG with valuable expertise in the field.� Author of numerous texts on estate planning, Charles is also a key figure nationally, having sat on the board of the National Institute of Certified Estate Planners as well as having served as Executive Director.                                                                                                                         

Mark Roseman                                                                                                              Policy Planning Department
Mark brings his extensive knowledge of business operations to CFG having he is in charge of expediting clients through the complex process of policy processing, as well as tracking cash inflows.

A key figure in our client relations, Justin also advises and consults with business consultants to develop strategies that make our policy processing system efficient and responsive. Additionally, Justin trains and supervises the CFG policy processing team and is responsible for assuring that CFG maintains a high level of communication between our consultants and clients.