CFI Financial Advisors

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Team photo for CFI Financial Advisors
Team photo for CFI Financial Advisors

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Advisors

W. Reid Howard

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit W. Reid Howard's website

Jason Sweitzer

CFP®

Financial Advisor

Visit Jason Sweitzer's website

Daniel Kim

CRPC

Private Wealth Advisor

Visit Daniel Kim's website

Ed Clyburn Jr

APMA

Financial Advisor

Franchise Owner
Visit Ed Clyburn Jr's website

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sung Lee's website

Farzana Sultana

MBA, CRPC

Financial Advisor

Visit Farzana Sultana's website

Vincent Hagy

Associate Financial Advisor

Visit Vincent Hagy's website

Chris Marcoux

AAMS

Financial Advisor

Visit Chris Marcoux's website

Patrick Morton

APMA

Associate Financial Advisor

Visit Patrick Morton's website

Zachary A Delphi

ChFC®

Financial Advisor

Visit Zachary A Delphi's website


Team

Carie Zamarripa

Carie Zamarripa

Practice Manager

Joyce Kim

Joyce Kim

Client Service Manager

Ryan Lawson

Ryan Lawson

Client Relationship Manager

Sarah Flinkfelt

Sarah Flinkfelt

Administrative Assistant

Kaitlyn Catron

Kaitlyn Catron

Client Service Coordinator

Krystyna King

Krystyna King

Operations Director

Justice Payne

Client Service Specialist

Braydon Lofstead

Client Service Specialist