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
952.831.5563
Joshua Gronholz
Financial Advisor, Branch Manager
952.831.5563
For Josh, helping people make the most of their financial assets has been his passion. Josh enjoys helping the other advisors guide their clients and aiding in the implementation of investment strategies to reach their financial goals...
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...
Richard C. Cella, III
Partner