Meet Our Office Staff
Behind every client relationship is a dedicated team ensuring a seamless and exceptional experience. Our office staff plays a vital role in supporting clients, coordinating operations, and delivering the high level of service CFG is known for.
Parker Rutherfurd
Director of Client Services
Parker is a San Diego County native and serves as Director of Client Services at CFG Wealth Management. He brings a strong background in client service and operations, having previously worked with Jaguar & Land Rover in Newport Beach.
Since joining CFG in 2024, Parker plays a key role in supporting clients and ensuring a seamless, high-quality experience. Outside of work, he enjoys staying active and spending time with family and friends.
Michael McQuarrie
Client Service Specialist
Michael began his career at CFG Wealth Management as an intern and transitioned into a full-time role after building a strong foundation in financial planning and client service.
He works directly with clients on retirement planning consultations, portfolio reviews, and cash flow analysis, with particular expertise supporting employees from companies like Northrop Grumman and Raytheon. He holds multiple licenses and is currently pursuing his CFP® designation.
Shirley Coghlan
Accounting & Office Operations
Shirley joined CFG Wealth Management in 2007 and brings extensive experience in banking, mortgage finance, accounting, and customer service.
She supports the firm through accounting, correspondence, and daily operations, helping ensure the office runs efficiently. A San Diego native, she values family and community deeply.
Ally Power
Office Administrator
Ally Power supports CFG Wealth Management’s operations through payroll management and administrative coordination. She plays a key role in keeping the office organized and running smoothly behind the scenes.
A San Diego native now based in Arizona, Ally holds a degree in Music & Vocal Performance and enjoys spending time with her family.
A Team Supporting Every Client
At CFG Wealth Management, our advisors are supported by a dedicated team of professionals who ensure every client interaction is handled with care, efficiency, and attention to detail. From onboarding to ongoing service, our staff plays an essential role in delivering a seamless experience.
Have a question or need assistance? Our team is here to help.
Or call our office at (800) 884-5121
Disclosures
More Details
Osaic Wealth, Inc. and its representatives do not provide tax or legal advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information.
Securities available in the following states: AK, AR, AZ, CA, FL, GA, HI, ID, IN, MD, MI, NM, NV, OK, OR, PA, SC, TX, WA, and WY. Investment advisory services available in CA and TX.
Securities and investment advisory services offered through Osaic Wealth, Inc. CFG Wealth Management and the Osaic Wealth companies are separate entities.