At the Firm  The last month of the year is always busy as we implement final strategies to help save money on taxes. These strategies…

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…

At the Firm Brian attended a half-day training on the Entrepreneur Operating System (EOS), which is something we have started implementing as part of our…

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…