Team Brett Machtig, AIF®, CWS®, RMA® Financial Advisor, Managing Partner 952.831.8243 952.831.5563 email@example.com 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... Read more Roger Anderson, CFP® Financial Advisor, Managing Partner 952.831.8243 952.831.5563 firstname.lastname@example.org 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... Read more Todd Morris Financial Advisor, Managing Partner 952.831.8243 952.831.5563 email@example.com 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... Read more Mark Foreman, CPA® Financial Advisor, Managing Partner 952.948.1844 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... Read more Michael Ruggieri Financial Advisor / Chief Compliance Officer 602.770.7679 952.831.5563 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!