OUR TEAM
The Clergy Planning Group
DEREK M. GIACOMAZZI
President – Managing Partner, RICP
TRACI FOTH
Chief Operating Officer - Managing Partner
NOAH BROWN
Wealth Managing Partner
IAN COOK
Vice President
MATT CAMPBELL, CFP®
CERTIFIED FINANCIAL PLANNER® professional
Corey Mable
Financial Advisor
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque - design in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Client Service Team
Beverly Atkinson
Financial Team, Executive Assistant
Denise Dicks
Financial Team, Client Service
LaVonna Kress
Financial Team, Client Service
A Life Well Lived
WILLIAM BRANDT
1954-2023