Meet
Our Team
74 advisors, managing over 3 billion in client assets, affiliate with CGAN
Founded in 2005, CGAN is a firm made up of experienced professionals focused on supporting advisors. The firm is headquartered in Haslett, MI but has a national presence.

Ken Evangelista*
Investment Management

Oliver
Gooden
CFA
Investment Management
Investment Management

Brian
Sumner
CFP®, CIMA®, ChFC®
Business Development
Business Development

Joseph Crumley
Operations

Karen
Fritz*
Compliance

Preston Livingston*
Compliance

Nicole
Kane
Operations
Partners

Anthony J. Mazzali
CFP®, ChFC®
Partner
Partner

Jeffrey J. Casey
CFP®, ChFC®, AIF®
Partner
Partner

Adam Lesperance
CFP®, ChFC®, AIF®
Partner
Partner

Dave M.
Robinson*
CFP®, ChFC®, CLU®
Partner
Partner
*Affiliated with Geneos Wealth Management, Inc.