Meet Our Staff

Our staff is committed to creating a comfortable working relationship with all our clients. Please take a moment to read the bios listed below and become familiar with our staff. Each of us perform different roles, yet we are all happy to help in any way we can.

 

IMG_8181 copy-crop3Michael Krumholz has run a financial services practice for over 25 years. He was raised in Reading with his three sisters. He has three daughters and a son: Carly, Shawn, Brett, and Josh. Mike received an economics degree at Williams College in Williamstown, MA, with a minor in Far Eastern studies. He enjoys being outside as much as possible playing tennis, golf, or biking, and is an avid reader.



 

IMG_7992 copy-cropSamantha Laino has been an Operations Manager for CFG since 2005. She handles all operational functions of daily business activities including trading, cashiering, account transfers, and account maintenance. She attended Iona College in New Rochelle, NY, where she majored in Criminal Justice, and was a member of the Iona Gaels swim team. Samantha lives with her husband Tony, and daughters Madalyn and Molly in West Lawn, PA. She enjoys running and swimming, but most of all, spending time with her family.

Please call Samantha at extension 201 for help with account trades and cashiering.


IMG_8088 copy-cropSheila Little
joined the CFG team as a Client Support Specialist in January of 2009. Her role has since evolved to Financial Advisor and Client Relationship Manager. She is a Chartered Retirement Planning Counselor (SM) and holds her Series 7 and 66 licenses. Sheila is also a licensed health and life insurance agent. She graduated Magna Cum Laude from West Chester University with a BA in Political Science in 2001. Sheila currently resides in Reading, PA with her sons Joshua and David. She enjoys reading,                                 traveling, running, playing the piano and any activity that involves being active and
outdoors with her family.
Call Sheila at extension 200 if you need assistance with new accounts or account transfers.

 

lyndsey1Lyndsey Melcher is an Account Specialist who works from our home office in Fairfield, IA. The scope of her work includes paraplanning, new account establishment, as well as special research projects. Lyndsey graduated from University of Northern Iowa with a degree in Health Promotion and an emphasis in Global Health. Lyndsey currently lives in Fairfield, IA with her family. They enjoy drag racing, being outdoors, and just spending time as a family with their 3 dogs.