I am the owner and operator of Cavanaugh Financial Group, a comprehensive financial planning and investment management firm founded by my father in 1966. I joined the company in 2007 and have been the owner since 2012. I grew up in Plymouth near my family's financial planning business and have always been interested in helping others plan for retirement.
I graduated from the University of St. Thomas with a degree in Business Entrepreneurship and in 2011, I earned two professional designations in retirement planning, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC®). My passion is providing comfort and financial confidence to my clients by helping them organize and understand their finances in a way that makes sense to them. My clients become almost like family to me and it is extremely rewarding to hear about their goals and accomplishments.
I love the personal connection that this industry provides. I enjoy being able to work with numbers and interact with people, and it’s rewarding to feel like I am making a difference in their lives.
In my free time, I enjoy spending time with my wife and children. I am also an avid golfer, runner, and traveler. I enjoy trying my hand at home improvement projects, and I love a good cup of coffee at all hours.
I am committed to providing my clients with personalized, independent, and comprehensive financial advice tailored to meet their unique needs and goals. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.