About CWG

Our Experienced Team of Professionals

  • Steven Harp

    Founder & Chief Executive Officer

  • Jacob Ray

    Partner, CCO, Director of Financial Planning

  • Bruce Larsen

    Senior Wealth Advisor

  • Emily Murtaugh

    Client Experience Manager

  • Jay Philips

    Financial Analyst

  • Stacy Smith

    Operations Manager

  • Kelly St.George

    Wealth Advisor

  • Billie

    Chief Morale Officer

how we work 

our fee structure         



Our Unrivaled Client Experience