CBG was founded because we saw an opportunity to offer our specialized expertise in financial planning and dentistry in a comprehensive manner that is not easily duplicated. We are continually focused on helping our clients develop their plan to achieve personal and professional financial goals and assisting them in staying on track along the way.

Jim Clark

Principal – CPA, CFP®

Roy Bodinus

Principal – AIF, MBA

Dan Garwood

Principal – AAMS, MBA

Nick Catlin

Principal – CPA, CFP®, MBA

Lisa Varnau

Investment Operations Specialist

Sue Kinnius

Accounting & Tax Director – CPA

Kitrina L. Wright

Senior Accountant – CPA

Laurie Deno

Tax Accountant – CPA

Jessica Kolanowski

Office Administrator

Kelsey Johnston

Financial Planning Assistant

Tyla Lane

Tax Accountant