Board of Directors and OfficersKirk Layton, Board Chair Occupation: VP of Finance
LaCrosse Footwear, Inc.
Dave Pullin, CFP
Occupation: Partner, CFG Wealth Management
As a founding partner, Dave has been with CFG Wealth Management since the firm’s inception in 2005. He works closely with CFG clients on a daily basis to ensure they are on track to meet their long-term financial goals. Previously, Dave worked as an Investment Adviser at AXA Equitable from 1986 to 2006, with a focus on financial planning and retirement.
Dave is a CERTIFIED FINANCIAL PLANNER™ professional , a Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). He graduated from the Wharton School’s Executive Program in Retirement Planning and is a member of the Estate Planning Council of Portland. Dave earned a B.S. in Business Administration from Lewis and Clark College, where he was inducted into the school’s Athletic Hall of Fame as an All-American decathlete. He is also a graduate of the Corgenius Grief Support Training program for financial professionals.
Dave is active in several Portland-area charitable causes, including the Sponsor a Teacher Program and Albertina Kerr, an organization that helps children, adults, and families in Oregon with mental health challenges and developmental disabilities. He also supports Habitat for Humanity and serves as a member of the Business Development Committee for the Central Eastside Industrial Council.
In his free time, Dave enjoys golfing, hiking, kayaking, and snorkeling. He and his wife are the parents of two adult children.
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®.Member www.finra.org/www.sipc.org, a Registered Investment Adviser.”
Two additional board members, bios and pictures will be posted soon! Julie Collins