Our Team

Let us help you achieve your retirement goals.

Glen Clemans

Senior Partner, Financial Advisor

Jamieson Grabenhorst

Managing Partner, Financial Advisor

Casey Cleveland

Partner, Financial Advisor

Discussing financial situations can be scary and daunting for a client, but we strive to make them feel comfortable and welcome.
–CGC Employee

Tammi Ortega

Portfolio Manager

Kelly Mellinger

Team Lead, Glen Clemans

Kristin Gore

Team Lead, Jamieson
Grabenhorst & Casey Cleveland

Not only do our advisors care about their clients, but they care about their employees. Not a day goes by when I don’t get a ‘thank you’ or ‘I appreciate you’ from them. It’s rare to work somewhere your hard work is recognized like that.
–CGC Employee

Davena Yee

Financial Advisor

Shannon Keener

Registered Assistant, Glen Clemans

Teresa Adams

Receptionist

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