Meet the PFG Team
We've been there. And now, we’re bringing our experience to you. With more than 150 years of collective experience, the PFG management team is uniquely qualified to help financial institutions and independent advisors take their businesses to the next level of growth. Our financial institution and independent advisor experience has helped numerous financial institutions build industry leading wealth management and financial services programs. How can we assist you?
Mike is the co-founder of Priority Financial Group (PFG) and Credit Union Financial Network (CUFN). In addition to nearly 20 years of experience in the securities industry, he brings dedicated expertise helping financial institutions and financial advisors reach their goals. Prior to founding CUFN and PFG, Mike earned a B.A. in Management and held progressive customer service and project management roles for American Express TRS.
He is a recognized industry expert and sought-after speaker, helping financial institutions adopt and implement a best practices approach to designing successful investment services programs and strategies. Mike is a member of the NACUSO Financial Services Advisory Board and a member of the Securities America Executive Advisory Council. He also enjoys sports, music, and travel.
Justin brings nine years of financial services industry experience to his role as Vice President of Compliance. He holds his Series 7, 6, 63, 65 and 24 securities registrations with Securities America. Justin graduated from Gardner-Webb University in North Carolina and is an avid Tar Heels fan. He also enjoys playing guitar.
Sara brings 32 years of industry experience to her role as Vice President of Program Management. She holds her Series 7, 6, 63, and 65 securities registrations with Securities America. She enjoys being a grandmother, as well as spending time traveling and scuba diving.
Sheila brings more than 25 years of experience to her role as Vice President, Relationship Management. She holds her Series 7, 63, and 26 securities registrations with Securities America. She attended Rock Valley College in Rockford, IL. Sheila is a Green Bay Packers fan and enjoys hiking and golfing.
Kim provides management and oversight for Priority Financial Group’s accounting and technology services and operations. She attended Illinois State University and is a longtime Cubs fan. She also enjoys CrossFit and playing league softball.
Jenna has been in the financial services industry for 10 years and brings a wide range of experience to her role in helping Financial Advisors and Financial Institutions reach new levels of success. She is securities licensed and attended Ashland University in Ohio. Jenna is a Cleveland and Ohio State sports fan who enjoys working out and walking her dogs in her spare time.