At the Firm Brian, Matt, and Kim spent a day offsite for CCMI’s quarterly business planning meeting. The partners review the accomplishments from the previous…

The career of CCMI advisor Tina Vieregg CFP®, BFA™, has been a journey that has refined her skills, client relationships, and perspective on what gives…

CCMI Principal and Owner, Kim Benson, CFP®, CPA, CeFT®, has always had a passion for helping others and guiding them in their financial decisions, something…

Brian Matter, CFP®, CPWA®, CEPA, principal and owner of CCMI, is committed to being a lifelong partner with CCMI clients through all their highs, such…

CCMI principal and owner Matt Showley, CFP®, AEP®, was interested in the logistics of running a business and financial planning early on, which motivated him…