Team

Who We Are

Partners

Todd Halterman

Todd Halterman

Managing Partner

todd@toddhalterman.com

John Adams

John Adams, CFP^®, CDFA^®

Managing Partner

jadams@cfiemail.com

John N. Marcheso

John N. Marcheso, CLU^®, ChFC^®

Founding Partner

jmarcheso@cfiemail.com

Jerry Hunsanger

Jerry Hunsanger

Founding Partner (Hunsanger Financial Services)

jhunsanger@cfiemail.com

Advisors & Registered Representatives

Tarie Zimmerman

Tarie Zimmerman

Financial Advisor

tzimmerman@cfiemail.com

Tucker Marcheso

Tucker Marcheso

Registered Representative

tmarcheso@cfiemail.com

Cortino Garcia

Cortino Garcia

Financial Advisor

advisorcg@cortinogarcia.com

Peter Wierenga

Peter Wierenga

Financial Advisor

pwierenga@cfiemail.com

Scott Finnegan

Scott Finnegan

Financial Advisor

sfinnegan@cfiemail.com

Larry Lee

Larry Lee

Financial Advisor

llee@cfiemail.com

Staff

Ryan Halterman

Ryan Halterman

Director of Marketing & Planning

ryan.halterman@cfiemail.com

Salli Charles

Salli Charles

Office Manager

scharles@cfiemail.com

Brianna Adams

Brianna Adams

Marketing Associate

badams@cfiemail.com

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