Your CFG Team

Strength in numbers is a popular phrase, but to us there is a deeper meaning. CFG brings more than 40 years of collective, financial wisdom to bear on every aspect of our Client’s lives. And when that is not enough, strategic alliances forged with our Covenant Partners can come into play. We have teamed up with specialists from disciplines like law and taxation; professionals who not only have the needed expertise, but share the same biblically based values and worldview that makes up our Team’s DNA.

Steven J. Carpenter, Co-Founder

Investment Advisor Representative

586.739.3550

steven@covenantfg.com

Steven Carpenter, CEO of Covenant Financial Group, integrates wealth management, insurance, and tax strategies for professionals & business owners. Purpose-driven, faith-forward leader focused on simplifying decisions and building legacies.

Stephen T. Werner, Co-Founder

Investment Advisor Representative

stevew@covenantfg.com

Stephen Werner, CEO, Investment Representative Steve has been in the financial services business since 1988. He and his wife Alison have three children, Sarah, Bethany, and Noah. Steve is a guitarist, and plays the drums, and the bass,...

David Kurschat, CFP®

Investment Advisor Representative

david@covenantfg.com

David Graduated from Oakland University with a degree in Finance with a minor in Business Analytics. David has also earned his Enrolled Agent credential as well as his Life and Health insurance license. David is dedicated to serving...

Suzanne Carpenter

Chief Administration Officer

5867393550

suzanne@covenantfg.com

Scott Beach

Marketing, IT, EA

scott@covenantfg.com

Scott joined Covenant Financial Group during the summer of 2020. He has a desire to serve people and a curiosity that drives him to consume information to create solutions. This year , Scott has earned his credential as an Enrolled...

Tina Wilcox

Client Success Lead

tina@covenantfg.com

Tina joined the Covenant Financial Group Team 2017. Previously, she served as an executive assistant with a financial service firm. A native Michigander and the youngest of 10 children, Tina’s heart to serve others is evidenced...

Kelly Logan

Client Success Associate

kelly@covenantfg.com

Kelly joined CFG in November of 2019 after working behind the scenes for many years in customer support in the insurance industry. When she is not in the office helping clients, Kelly is a busy volunteer leading Childrens’ Church...