Dylan Green
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Dylan Green: Investment Analyst Dylan joined the CBG team in June 2020 as an Investment Analyst and...
Kelsey Johnston
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Kelsey Johnston: Financial Planning Assistant Kelsey has been with our company since September 2016. She was born...
Laurie Deno
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Laurie Deno: Tax Accountant – CPA Laurie is a Certified Public Accountant and graduate of Purdue University...
Kitrina Wright
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Kitrina L. Wright: Senior Accountant – CPA Kitrina L. Wright is a Certified Public Account licensed in...
Sue Kinnius
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Sue Kinnius: Accounting & Tax Director – CPA Sue is a Certified Public Accountant and a member...
Dan Garwood
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Dan Garwood: Principal – AAMS, MBA CBG & Company co-founder Dan Garwood has been working in the...
Roy Bodinus
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Roy Bodinus: Principal – AIF, MBA Roy is a Principal at CBG & Company, Inc., is instrumental...
Jim Clark
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Jim Clark: Principal – CPA, CFP® Jim has been providing comprehensive planning, tax, investment and transition strategies...
Exiting Dentists
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Exiting Dentists Dr. Steven has been practicing dentistry for 30 years. He would like to position himself to...
Established Dentists
Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Established Dentists Dr. Michael has been practicing dentistry for 15 years. He is married with three children who...
