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...

Dave Denniston, CFA®

Financial Advisor, Managing Partner, Chief Investment Officer

952.831.8243

952.831.5563

dave@daviddenniston.com

Dave has been in the financial services industry for more than five years and works with clients across the nation. Dave graduated Cum Laude with a degree in finance from Seattle Pacific University. He has since fused his love of...

Roger Anderson, CFP®

Financial Advisor, Managing Partner

952.831.8243

952.831.5563

randerson@machtig.net

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

952.831.8243

952.831.5563

tmorris@machtig.net

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...

Joshua Gronholz

Financial Advisor, Branch Manager

952.831.8243

952.831.5563

jgronholz@machtig.net

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

952.948.1844

952.948.1846

For Mark, helping people make the most of their financial assets has been his passion for over 25 years. As a Financial Advisor with The Capital Advisory Group Advisory Services and a Certified Public Accountant (CPA) with Foreman &...

Richard C. Cella, III

Partner

Richard began his financial services career in 1983 as a life insurance agent for John Hancock. After achieving many of their highest professional awards in 1986 he directed his efforts towards employee benefits and retirement plans....

H. Clifford Watkin

Partner

Clifford has over 20 years of employee benefits and human resources experience. Throughout his career, Clifford has built a reputation for effective leadership, communication and administrative skills with an emphasis on quality...

Team

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