Jeffrey A. Segal
CFP®, CLTC, AIF®

Founder and CEO

jsegal@cigpwm.com

Seth Renaud
ChFC®, AIF®

President

srenaud@cigpwm.com

Bobby Schneider
CFP®

Advisor & Director of Operations

bschneider@cigpwm.com

David Weigert
CFA®, AIF®

Director of Investment Management

dweigert@cigpwm.com

Jennifer Cooke
CRPS®, CPFA®, AIF®

Director of Retirement Plans

jcooke@cigpwm.com

Michael Lane

Wealth Management Advisor

mlane@cigpwm.com

Mike Elser

Wealth Management Advisor

melser@cigpwm.com

Ashley Oliver

Associate Advisor

aoliver@cigpwm.com

Jack Alissi
CFP®

Associate Advisor

jalissi@cigpwm.com

Heidie Endrelunas

Office Manager

hendrelunas@cigpwm.com

Barbara Lesi

Client Service Associate

blesi@cigpwm.com

Roxanne McGuigan

Office Manager - NY | Client Service Associate

rmcguigan@cfnmail.com

Terry Sharp

Client Service Associate

tsharp@cigpwm.com

Jeannie General

Client Service Associate

908-735-2266

jgeneral@cigpwm.com

Debbie Morrison

Financial Planning Associate

908-735-2266

dmorrison@cigpwm.com

Colombo Disalvatore IV

Marketing & Operations Associate

cdisalvatore@cigpwm.com

Emily Kehoe

Administrative Assistant

ekehoe@cigpwm.com

Nicole Chamberland

Paraplanner

nchamberland@cigpwm.com

Chad W. Langevin,
CFP®, AIF®

Wealth Management Advisor

clangevin@cigpwm.com

Kevin Paro
AIF®, CPFA®, CLTC

Wealth Management Advisor

kparo@cigpwm.com

John McCann

Paraplanner

jmccann@cigpwm.com

Steven Lowe

Wealth Management Advisor

smlowe@cigpwm.com

Christine Sharpe

Director of Client Services for Steven M. Lowe

cjsharpe@cigpwm.com

Mario Alvino
MS, AAMS, AIF®

Wealth Management Advisor

mjalvino@ctinvestors.com