About Us

Craig George is the President of CG Wealth Partners, where he leads with a simple philosophy: meaningful financial guidance begins with meaningful relationships. With more than 16 years of experience in wealth management, Craig is committed to helping individuals and families navigate financial decisions with clarity, confidence, and a long-term perspective.

Craig began his career as a Financial Advisor with Edward Jones in 2009, building his business on a foundation of trust, personal attention, and practical advice. Earlier in his career, he worked in commercial banking, gaining valuable insight into the financial needs of individuals and businesses. In 2025, Craig transitioned his practice to LPL Financial, providing access to expanded resources and investment solutions while maintaining the personalized approach his clients have come to value.

Craig earned the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning in 2011, reflecting specialized education in asset management and investment strategies.

Deeply committed to his community, Craig has spent years coaching and mentoring young athletes through the Catholic Youth Organization and his local recreation council. He has also supported Habitat for Humanity, Lions Clubs International, Meals on Wheels, and the Girl Scouts. A member of Business Network International (BNI) since 2009, Craig served as president of his chapter for nine years. 

A lifelong Northeast Ohio resident, Craig lives with his wife, Jennifer, their daughters, Natalie and Jocelyn, and their two dogs. Outside the office, he enjoys golfing, spending time outdoors, making maple syrup from trees on his property, and cheering on his daughters at their many activities.

Christopher Royer is a Financial Advisor with CG Wealth Partners, bringing nearly 25 years of financial services experience and a thoughtful, comprehensive approach to wealth management. He believes effective financial guidance begins with listening, understanding each client's complete financial picture, and developing strategies that reflect their goals, values, and priorities. Before joining CG Wealth Partners and affiliating with LPL Financial, Chris built an extensive career with Merrill Lynch, serving in advisory, leadership, operational, and strategic roles. Most recently, he worked as a Financial Advisor and Senior Portfolio Manager, helping individuals and families simplify complex financial circumstances, coordinate their investment strategies, and plan for the preservation and transfer of wealth across generations. He also works closely with business owners to help align their business and personal financial objectives. Throughout his career, Chris has held significant leadership responsibilities, including serving as a Strategy Lead and Executive Coach within Merrill's Practice Management Group. In that role, he traveled nationally to coach Financial Advisors and leadership teams, helping strengthen client relationships, business practices, and organizational effectiveness. Earlier, he served as an Administrative Manager and Vice President in the Chicago Metro market, overseeing compliance and business operations while mentoring colleagues across the Mid-America division. Chris earned a Bachelor of Science in Mathematics with a minor in Computer Science from Ashland University and completed the Executive MBA program at Loyola University Chicago. His professional development also includes specialized training in coaching, leadership, emotional intelligence, and strengths-based development. He holds Series 7, 9, 10, 31, and 66 securities registrations through LPL Financial. Community involvement has been an important part of Chris's career. Early in his time in Cleveland, he established a charitable committee within his office to encourage employee volunteerism and coordinate charitable giving, reflecting his belief that meaningful relationships extend beyond the workplace. Chris and his wife, Sarah, have been married for more than 20 years and have three children, ranging in age from middle school to college. Outside the office, he enjoys exercising, reading, spending time at the beach with his family, and playing golf with friends, family, and clients.

Jennifer George is a Financial Advisor with CG Wealth Partners, where she brings a thoughtful, relationship-focused perspective to helping clients navigate their financial lives. She believes that understanding the people, priorities, and goals behind every financial decision is essential to providing meaningful guidance.

Jennifer joined her husband, Craig and the team in 2025, bringing past experience across the banking, mortgage lending, and education fields. After working in education while her children were young, she returned to the financial services industry and earned her securities licenses, becoming a Financial Advisor in 2026. Her diverse professional background and personal experience provides a valuable perspective on the financial decisions and life transitions individuals and families face.

Jennifer graduated from Kent State University with a Bachelor of Arts in English, where she developed a lifelong love of learning and a strong foundation in communication and complex problem-solving. These skills translate naturally to financial advising, where understanding each client's unique circumstances and communicating thoughtful strategies with clarity are essential to helping clients make informed decisions.

Community involvement has long been an important part of Jennifer's life. She has served in Girl Scout leadership since 2013, including as Service Unit Treasurer. Alongside her service-trained golden retriever, Honey, who earned her Canine Good Citizen certification in 2021, Jennifer volunteers at local events, schools, and retirement communities. She also supports organizations including the Greater Cleveland Food Bank, Food Strong, and Meals on Wheels.

A lifelong Northeast Ohio resident, Jennifer lives with Craig, their daughters, Natalie and Jocelyn, and their two dogs. Outside the office, she enjoys gardening, reading, staying active, and exploring new places with her family.

Kimberly Morel is an LPL Registered Client Care Specialist with CG Wealth Partners, bringing a combination of financial industry knowledge, attention to detail, and a genuine commitment to client service. She plays an important role in supporting the team's advisors and helping clients feel informed, valued, and confident in their experience.

Kim began her career as a Customer Service Manager with an Ohio-based retail bank, where she developed a strong foundation in financial services and relationship management. She joined Craig George's team at Edward Jones in 2015 and has continued to grow alongside the practice, expanding her knowledge and responsibilities over the years. In 2023, she earned her securities licenses, further strengthening her ability to support clients and the advisory team. Today, through the team's affiliation with LPL Financial, Kim assists with account services, investment-related administrative needs, and the coordination of client financial strategies.

Kim holds the Series 7 and Series 66 securities registrations through LPL Financial, along with her Ohio Life and Health Insurance license. She earned her Bachelor of Business Administration in Finance from Ohio University, where she developed a strong foundation in financial principles and analytical thinking that continues to inform her work supporting clients and navigating their evolving financial needs.

An active parishioner at St. Hilary, Kim participates in various outreach ministries and enjoys volunteering with local nonprofit organizations and schools, often alongside her family.

Kim lives in Bath Township with her husband, Frank, their children, Natalie and Christopher, their dogs, Hazel and Buffy, and their cat, Misty. Outside the office, she enjoys reading, exploring local parks and trails, and traveling with family and friends.

Lindsay Bromfield is a Client Specialist with CG Wealth Partners, where she helps create the welcoming, attentive experience that defines the firm's approach to client relationships. As a central part of the team's daily operations, Lindsay works to ensure that client needs are addressed efficiently, thoughtfully, and with genuine care. When you visit the office, she is often one of the first people you’ll meet.

Lindsay joined Craig’s team in 2022, bringing more than a decade of experience in hospitality and client service. Originally from England, she managed a boutique hotel for 13 years before relocating to the United States in 2014. She later continued her career in client service within a medical practice, where she further developed her ability to manage details, anticipate needs, and build lasting relationships.

Her transition into financial services was a natural extension of her service-oriented background. Today, Lindsay coordinates daily office operations, assists clients with account-related needs, and helps maintain the personal attention and organization that are hallmarks of CG Wealth Partners.

Outside the office, Lindsay enjoys a full and active life with her husband, Simon. They have two adult daughters — Faith, who lives in Arizona, and Leia, who lives in Cleveland, and their home is brightened by their labradoodle, Oliver. In her free time, Lindsay loves to travel, spend time with her husband, and relax with a good book.