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-scaled

Ken Evangelista*


CCO & OSJ
Oliver-Gooden-scaled

Oliver
Gooden

CFA
Investment Management
Brian Sumner headshot

Brian
Sumner

CFP®, CIMA®, ChFC®
Business Development
Joe-Crumley

Joseph Crumley


Operations
Karen Fritz

Karen
Fritz*


Compliance
Preston-Livingston-scaled

Preston Livingston*


Compliance
Nicole Kane

Nicole
Kane


Operations

Partners

Anthony Mazzali

Anthony J. Mazzali

CFP®, ChFC®
Partner
Jeffrey J. Casey

Jeffrey J. Casey

CFP®, ChFC®, AIF®
Partner
Adam Lesperance

Adam Lesperance

CFP®, ChFC®, AIF®
Partner
Dave Robinson

Dave M.
Robinson*

CFP®, ChFC®, CLU®
Partner

*Affiliated with Geneos Wealth Management, Inc.