Shirley became a part of the CFG Wealth Management team in June, 2007. She has experience in banking, working at Home Federal in San Diego during the 1980-1990’s, mortgage finance, accounting and customer service for high-end retail. Shirley is a fifth generation San Diegan, her grandfather owned Tweed Planning Mill in La Mesa. A proud Mother of Graydon, Denise and Chris, Plus 5 grandchildren. Shirley is the Client Receptionist for CFG Wealth Management plus business accounting, correspondence and numerous office tasks for an efficient run office.
Faith joined the CFG Wealth Management team in May 2017 after cutting her professional teeth in Manhattan, New York. She leverages her extensive client service experience and get-it-done East Coast attitude to make sure no important task falls through the cracks. Faith focuses her duties on office management, as well as new and existing client services. She also coordinates meetings, seminars, and offsite educational workshops. In her spare time, she loves to read science nonfiction and try interesting food from around the world.