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.
Investment Advisor Representative
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,...
Steven grew up in Michigan as one of two children. He and his brother grew up in an environment where the fundamental financial topics weren't discussed. Due to these circumstances he became inspired to learn more about the world of...
Client Success Lead
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...
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...
Client Success Associate
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...