Jeff is a Certified Financial Planner™ with a passion for helping individuals and families achieve their financial goals and secure their financial futures. With over a decade of experience in the financial services industry, Jeff brings a wealth of knowledge to his clients. Acting in a fiduciary capacity with his advisory relationships, Jeff is committed to acting in his clients' best interests at all times. He takes the time to understand each client's unique financial situation, goals, and concerns before crafting personalized financial plans tailored to their needs.
Whether you're planning for retirement, saving for your children's education, or looking to build wealth for the future, Jeff provides clear and independent advice to help you navigate the complexities of financial planning with confidence. In addition to his experience and independent advice, Jeff is known for his approachable demeanor and his ability to explain complex financial concepts in simple, easy-to-understand terms. He believes in empowering his clients with knowledge and confidence to make informed financial decisions.
Jeff attended Central Michigan University to obtain his Bachelor of Science in Business Administration, with a major in Personal Financial Planning and minor in Law. He also earned designations as a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Accredited Investment Fiduciary (AIF®). Outside of work, Jeff enjoys spending time with his family & friends, traveling, golfing, exploring the great outdoors, and cheering for the MSU Spartans. 

Oliver Gooden, CFA serves as Chief Investment Officer for CG Advisor Network, supporting independent financial advisors with portfolio construction, investment research, and strategy development. In this role, Oliver leads the Investment Committee and helps bring research-driven investment ideas and strategies to the forefront for advisors and their clients.

Oliver takes a thoughtful, disciplined approach to investing, with a focus on building diversified portfolios that align with a client's goals, time horizon, risk tolerance, and need for growth, income, or capital preservation. His experience includes managing endowment-style portfolios and evaluating a broad range of investments, including equities, fixed income, alternative investments, and real estate. He and the Investment Committee continually monitor markets, conduct investment research, and evaluate portfolio positioning as conditions and opportunities evolve.

Before becoming Chief Investment Officer, Oliver began his career as a Financial Advisor at a large broker-dealer, working directly with individual investors. He later joined an alternative investment firm as a Regional Director, gaining experience across a wide range of investment strategies and financial products. This combination of direct client experience and investment expertise gives Oliver a unique perspective on both the technical and practical sides of portfolio management.

Oliver holds the Chartered Financial Analyst (CFA) designation and is a member of the North Carolina CFA Society. He earned a Bachelor of Science in Finance and holds the FINRA Series 66 registration.

Outside of work, Oliver enjoys spending time with his wife, Sabrina, and their two children. Their family includes several rescue dogs, and they regularly foster dogs as well. On weekends, Oliver can usually be found working on a DIY home project or adventuring the great outdoors.

Steven joined the team with a passion for building relationships, learning, and developing a career in financial planning and wealth management. He attended North Carolina State University, where he earned a Bachelor of Science in Sports Management with a minor in Business Administration. Prior to NC State, Steven spent time as a member of the Men’s Basketball team at Albion College, where he developed the discipline, teamwork, and competitive mindset that continue to shape his approach today.

Steven is currently beginning his professional development in the financial services industry and progressing through the Associate Advisor career track. In his role, he will work closely with the team and clients while developing the knowledge and experience necessary to grow into an advisor and ultimately help clients pursue their financial goals.

Outside of work, Steven enjoys spending time with friends and staying active. He continues to play competitive basketball and enjoys getting out on the golf course. During the winter months, he trades his golf clubs for a snowboard.