About CWG

Our Experienced Team of Professionals

  • Steven Harp

    Founder & Chief Executive Officer

  • Jacob Ray

    Partner, Director of Financial Planning, & CCO

  • Bruce Larsen

    Senior Wealth Advisor

  • James Glasheen III

    Wealth Advisor

  • Kelly St.George

    Wealth Advisor

  • Emily Murtaugh

    Director of Operations

  • Jay Phillips

    Financial Analyst

  • Carter Hench

    Paraplanner

  • Lydia Quiñones

    Operations Coordinator

  • Billie

    Chief Morale Officer

how we work 

our fee structure         

FAQ

 

Our Unrivaled Client Experience