Executives
Additional Resources
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Jeffrey T. Martin, CMFC Jeffrey has more than 12 years of Financial Planning and Investment Management experience guiding clients to financial security in good times and bad. An accomplished Financial and Investment Advisor, his vision and expertise Read More |
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J. Richard McEntee Dick has more than 40 years of leadership experience and achievement in corporate management and a distinguished public service record. Read More
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Suzanne Martin Suzanne has over seven years of experience
in customer service and administration for the financial
services industry. She has been a key part of every facet of the development of CIM Financial Group and a critical support for her husband Jeffrey, and other employees for the past ten years. Read More
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Terri Berg Terri Berg is Advisor Assistant & Client Services Manager of CIM Financial Group, Inc. Terri has over 14 years of administrative and customer service experience, primarily in the insurance industry. She also has many years of experience as liaison between mutual funds companies and account holders. Read More |
