1000 Bestgate Rd.
1330 Post Oak Blvd.
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Chadwick (Chad) Watson is a partner of Charter Financial Group (CFG), a private financial planning services firm assisting clients from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. He is based out of the firm’s...
Elizabeth A. Liechty is a senior partner at Charter Financial Group (CFG), a private financial advisory firm located in Annapolis, Maryland. Elizabeth is registered with Lincoln Financial Advisors Corp., a division of Lincoln Financial...
Jeffrey is an advisor with Charter Financial Group, affiliated with Lincoln Financial Advisors Corp., along with six partners, in Annapolis, MD. Jeffrey is a life-long resident of Anne Arundel County and a 1987 graduate of University...
Steven M Goldberg is a registered advisor at Lincoln Financial Advisors and is part of the Charter Financial Group. Lincoln Financial Advisors Corp., a division of Lincoln Financial Group, is a Fortune 500 registered investment...
Gavin began his career as a Private Wealth Advisor in Beverly Hills, CA in 2005. Prior to his employment with Lincoln Financial Advisors, Gavin worked in various Private Wealth Management roles at firms including...
Roberto Molina is a financial planner with Charter Financial Group (CFG), an independent financial planning firm serving clients across the nation from its Annapolis, MD; Salisbury, MD; and Houston, TX offices...
John (Rick) Nistler is an advisor and client relationship manager at Charter Financial Group (CFG). Rick has been in the financial services industry since 2005. His focus is creating comprehensive financial plans for individuals,...
Client Relationship Manager to Steven M. Goldberg
Client Relationship Manager to Jeffrey Furniss
MYLO Relationship Manager
Client Relationship Manager to Elizabeth Liechty
Client Relationship Manager to Chadwick Watson
Jacqui is an Estate and Succession Planning Specialist at Charter Financial Group (CFG), an independent financial planning firm serving clients across the nation from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. She is...
Georgi M. Rosal is a senior partner at Charter Financial Group, a private financial advisory firm located in Houston, Texas and Annapolis, Maryland. Georgi is registered with Lincoln Financial Advisors Corp., a division of Lincoln...
Robert Diaz-Arrastia is a financial planner in Charter Financial Group’s Houston office. He joined Charter in 2021 and is Series 7 and Series 66 registered. Robert enters the financial industry with a diverse career background in...
Osborne (Buzz) D. Christensen is a Financial Planner at Charter Financial Group (CFG), an independent financial planning firm serving clients across the nation from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. He is based...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.