Team
Brett Machtig, AIF®, CWS®
Founding Partner
952-831-5563
Brett Machtig, founding partner of The Capital Advisory Group, LLC (CAG). Machtig is dedicated to helping high-net-worth investors navigate their greatest financial concerns. Machtig’s comprehensive approach to...
Mark Foreman, CPA®
CPA, LPL Investment Advisor Representative
952-948-1846
With 24 years in financial services, Mark Foreman is a Certified Public Accountant. Mark focuses on comprehensive asset management, tax strategies, risk tolerance adjustments, and estate plan...
Michael Ruggieri
Financial Advisor
952.831.5563
Michael Ruggieri is a Financial Advisor for The Capital Advisory Group (CAG), bringing a wealth of experience and a meticulous approach to compliance and client support...