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
Partner
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, ChFC®, CLU®, ADPA®
Partner
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 Furniss
Partner
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
Financial Advisor
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 P. Higgins
Financial Planner
410-987-3595
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
Financial Advisor
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
Financial Advisor
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,...
Jacqui Davie
Financial Advisor
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 (Georgina) Rosal
Partner
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
Financial Planner
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
Financial Advisor
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...
Allyson Wade
Financial Advisor
Client Centered
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.