Our staff is committed to creating a comfortable working relationship with all our clients. Please take a moment to read the bios listed below and become familiar with our staff. Each of us perform different roles, yet we are all happy to help in any way we can.
Michael Krumholz has run a financial services practice for over 25 years. He was raised in Reading with his three sisters. He has three daughters and a son: Carly, Shawn, Brett, and Josh. Mike received an economics degree at Williams...
Andrew Todd, president of Asset Management & Planning, is a Certified Financial Planner® with a background in personal financial planning for individuals and their families. Mr. Todd has worked extensively in the areas of financial...
Wealth Management Advisor
(610) 796-9820 x200
Sheila Little joined the CFG team as a Client Support Specialist in January of 2009. Her role has since evolved to Financial Advisor and Client Relationship Manager. She is a Chartered Retirement Planning Counselor (SM) and holds her...
Larry Miller has more than 35 years of experience in the financial services industry. He is the founding partner and vice president of Asset Management & Planning. Prior to founding Asset Management & Planning, Larry was portfolio...
Jennifer Kauffman joined Asset Management & Planning in January 2013 to open the office in Charlotte, NC. She brings more than eight years of experience in managing investments and client relationships to the team. She started her...
Sally McFarland is the director of client operations at Asset Management & Planning. Born and raised in Lexington, SC, Sally currently lives in West Columbia, SC. She is a graduate of Columbia College and has a background in the...
Jennifer Shroyer is our Operations Manager. She will be happy to help you with anything from basic account questions, to new account opening and paperwork questions. She is from Belmont, NC where she lives with her husband...
Josh heads our Planning Support team at CFG. He works hard behind the scenes to provide advisors with planning options for our clients. He holds his series 7 license. When he is not in the office, he can be found on the golf course,...
Christian Tyler was born and raised in Columbia, SC. He graduated Cum Laude from the Darla Moore School of Business at the University of South Carolina with a Bachelor of Science in Business Administration. Upon graduating, he worked...