Executives
Jeffrey T. Martin, CMFC
President and Chief Investment Officer
Financial Advisor
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
J. Richard McEntee
Vice President and Chief Compliance Officer
Financial Advisor
Dick has more than 40 years of leadership experience and achievement in corporate management and a distinguished public service record. Read More
Suzanne Martin
Treasurer
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
Terri Berg
Secretary, Office Manager and Advisor Assistant
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