Popular Topic(s): Company Updates
OUT & ABOUT – JANUARY 2023

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…

Get to Know You: Meet CCMI Advisor Tina Vieregg

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…

OUT & ABOUT – SEPTEMBER 2022

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…

Get to Know You: Meet CCMI’s Newest Principal and Owner, Kim Benson

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…

Get to Know You: Meet CCMI Advisor Matt Ryan

CCMI Advisor Matt Ryan, CFA, CFP® loves helping clients make smart financial decisions so they can comfortably pursue their passions with the peace of mind…

Get to Know You: Meet CCMI’s Principal and Owner, Brian Matter

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…

Get to Know You: Meet CCMI’s Principal and Owner, Matt Showley

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…