Our Team of Professionals
The dedicated members of our team are committed to providing you with the very best support and service
Ken is an OSJ Manager of Geneos Wealth Management Inc. and the Chief Compliance Officer/Investment Policy Committee member of CG Advisory Services. With over 20 years experience in the financial services industry, Ken has worked for banks, wirehouses, independent broker dealers and insurance companies. He holds Series 7, Series 9, Series 10, Series 63, and Series 65 securities registrations and a Life, Accident, and Health license. Ken is responsible for new advisor development and oversees investment advisor and broker/dealer compliance along with the operations of CG Advisory Services. A native of Michigan, Ken currently resides in Franklin, MI. He has lived in five states including 4 years on Wall Street. A proud Eastern Michigan University Eagle, Ken's hobbies include hunting, fishing, and spending time with his wife and four children.
Joe Crumley works in institutional operations for CG Advisor Network where he is responsible for billing, trading, and technology.
Joe Crumley is an Accredited Investment Fiduciary (AIF®), and he holds a Series 65 as a licensed investment adviser representative. He graduated with a bachelor’s degree in accounting from Siena Heights University.
Joe's hobbies include sports, the gym, spending time with friends, and traveling to new places.
Nick Thiede, MBA
Nick Thiede graduated from Michigan State University with a degree in International Relations and also earned his MBA from Oakland University. Nick has been working for CG Advisor Network since November of 2016. He enjoys spending time with his family and dog, relaxing up north, and hunting and fishing in the great outdoors.
Karen Fritz is a compliance officer for CG Advisor Network. She received her B.S. from Michigan State University before eventually starting her career in the financial services industry in 2004. She has successfully completed several industry examinations including the Series 7, Series 24 , Series 63, and Series 65. In addition to her adoration for compliance, Karen is a regular volunteer for the Almost Home Animal Rescue League and an enthusiastic Spartans fan. She enjoys spending time with her husband Ryan, their son Noah, and her Yorkie Sadie.
Oliver Gooden, CFA
Oliver is the Director of Advisor Solutions at CG Advisor Network and a member of the Investment Policy Committee at CG Advisory Services. As a former Financial Advisor and Regional Director of an alternative investment firm, he brings a diverse background to the team. He holds a Chartered Financial Analyst® designation and Series 3, 7, 30 & 65 Licenses. He earned a BS in Finance from Southern New Hampshire University. In his free time, Oliver enjoys exploring the great outdoors and international travel.