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Hi, We’re CSP Financial Group!

THE FOUNDERS

The American Dream is the idea that anyone can create the life they love through hard work, sacrifice, and taking calculated risks. Some might say that the American dream is dead, but Charles and Sophal are proving every day just how untrue that statement is.

Their American Dream

Charles served in the Persian Gulf War under Operation Desert Storm and the civil war in Somalia. His world experience gave him a whole new appreciation for the United States and the freedoms that we all enjoy today.

Sophal was born in Takeo, Cambodia, and arrived in the United States at the age of 14 as a refugee. She witnessed the worst side of humankind and after encountering such horrors, any adversity experienced while living in America seemed insignificant. She wrote a book about her life called, From Hell to Heaven: From Surviving the Killing Fields of Cambodia to the Beatitudes of Living in GratitudeOnce you know what she’s been through, you may discover why our country is truly remarkable.

They are living the American dream. Coming from different backgrounds, they’ve both worked hard to get to where they’re at today and they aren’t stopping anytime soon. They are using their decades of knowledge and experience and applying it to the lives of hundreds of families, with the sole purpose of helping everyone create the life they love.

 

HOW WE’VE GROWN

Meet The Team

Charles Pettit, ChFC®, ChFEBC℠, CLU®

Charles Pettit, ChFC®, ChFEBC℠, CLU®

Co-Founder and CCO

Sophal Pettit

Sophal Pettit

Co-Founder and COO

Acquania Escarne

Acquania Escarne

Life Insurance & Living Benefits Advisor

Brittany Cunningham

Brittany Cunningham

Life Insurance & Living Benefits Advisor

Charlize Pettit

Charlize Pettit

Administrator & Creative Design Coordinator

Craig Tompkins

Craig Tompkins

Investment Advisor Representative

Dominica Valdivieso

Dominica Valdivieso

Client Care Specialist

Douglas Miller

Douglas Miller

Investment Advisor Representative

Ethan Gruenke

Ethan Gruenke

Investment Advisor Representative

Felicia Gopaul, CFP®

Felicia Gopaul, CFP®

Investment Advisor Representative

Frank L. Williams, Jr.

Frank L. Williams, Jr.

Life Insurance & Living Benefits Advisor

George Henderson

George Henderson

Life Insurance & Living Benefits Advisor

Hayden Santos

Hayden Santos

Investment Advisor Representative

Henry Luong

Henry Luong

Investment Advisor Representative

Jacqueline French

Jacqueline French

Investment Advisor Representative

James Anderson

James Anderson

Investment Advisor Representative

Joel Coleman

Joel Coleman

Life Insurance & Living Benefits Advisor

John Cornillez, LUTCF®

John Cornillez, LUTCF®

Life Insurance & Living Benefits Advisor

Julia HeMa

Julia HeMa

Investment Advisor Representative

Kai Jacobs

Kai Jacobs

Investment Advisor Representative

Kathryn Smith

Kathryn Smith

Estate Planning Coordinator

Kim Trinh

Kim Trinh

Investment Advisor Representative

Kristi Norstrom

Kristi Norstrom

Investment Advisor Representative

Leana Witmer

Leana Witmer

Marketing Manager

Mandi Hering

Mandi Hering

Investment Advisor Representative

Marcella Mollon-Williams, BFA™

Marcella Mollon-Williams, BFA™

Behavioral Financial Advisor™

Mark Mollon, ChFEBC ℠

Mark Mollon, ChFEBC ℠

Investment Advisor Representative

Mark A. Flanagan, CPA

Mark A. Flanagan, CPA

Investment Advisor Representative

Mike Poole, RFC®, ChFEBC℠

Mike Poole, RFC®, ChFEBC℠

Investment Advisor Representative

Monica Boulter

Monica Boulter

Investment Advisor Representative

Nick Der

Nick Der

Investment Advisor Representative

Richard P. Pernell

Richard P. Pernell

Life Insurance & Living Benefits Advisor

Tinaee Crowder

Tinaee Crowder

Life Insurance & Living Benefits Advisor

Tonya White, MBA, LUTCF®, CPRC®

Tonya White, MBA, LUTCF®, CPRC®

Investment Advisor Representative

Travis Eiklor

Travis Eiklor

Investment Advisor Representative

CREATE A LIFE YOU LOVE

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