Team
Brett Machtig, AIF®, CWS®, RMA®
Financial Advisor, Managing Partner
952.831.5563
Brett Machtig, founding partner of The Capital Advisory Group Advisory Services, LLC (CAGAS). Machtig is dedicated to helping high-net-worth investors navigate their greatest financial concerns. Machtig’s comprehensive approach to...
Roger Anderson, CFP®
Financial Advisor, Managing Partner
952.831.5563
Roger loves being a financial advisor. He enjoys having the opportunity to care for the financial health and wealth of his clients, whether they are retired, anticipating retirement, or planning for long-term objectives. Roger takes...
Todd Morris
Financial Advisor, Managing Partner
952.831.5563
Todd was born and raised in the small town of Faribault, Minnesota. He attended The University of New Mexico where he earned his B.B.A. in Entrepreneurial Studies from the Anderson School of Management. He currently lives in Cottage...
Mark Foreman, CPA®
Financial Advisor, Managing Partner
952.948.1846
Mark Foreman partnered with Machtig & Associates, now The Capital Advisory Group, LLC, in March of 2008; he is the managing partner of the accounting firm of Foreman & Airhart. Mark is a longstanding member of the Minnesota Society of...
Michael Ruggieri
Financial Advisor / Chief Compliance Officer
952.831.5563
Home office OSJ for the Capital Advisory Group. Since The Capital Advisory Group joined United Planners, Mike has been Brett’s Home office Supervisor and has become a trusted advisor to our company...