About Our Team

^{A Small-Town Company...}With a Global Community

Community Financial Group was founded in March 2009 in Fredericksburg, Virginia. Our founding partners, Chris Fines and Mike Hayes, are both Virginia locals, and were eager to provide personalized service to our local community. Over the years our business has grown and our reach has expanded with three offices throughout the state, but our mission hasn’t changed. CFG remains committed to keeping that small-town feel in the kind of one-on-one service we provide and long-lasting partnerships we build with our clients.

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What you can expect from us

Reach Out

We deeply value the trust our clients place in us. In exchange for that trust, we commit to treating you with nothing less than the utmost respect and dignity in every interaction.

Honesty

Our business is built on integrity. We have no ulterior motives or quotas to meet; your success is our only goal, and we’ll always provide you with honest advice that has your best interests in mind.

Collaboration

We’re not here to take over. We’re here to work with you as a partner—sharing ideas, providing insight, and lending support. You stay completely in control, while we give you the guidance you need.

Personal Touch

We strive to keep a personal touch in our financial services. No matter how much our business grows, we continue to remember the core principle that got us started and gave us our name: community.

An Experienced Team You Can Trust

Community Financial Group’s team may have grown, but each of our team members remains committed to the same level of care and service we’ve had since our founding. Providing personalized service that’s backed by decades of experience, you can trust that the CFG team always has your best interests at heart.

Alison Rehberg

Client Services Specialist

540-604-5690

alisonrehberg@communityfg.net

As a Client Services Specialist with CFG, I work with our Client Relationship Managers, as well as our clients, in their account maintenance and meeting preparation. Before coming to Community Financial Group, I spent eight years...

Allana Moore

Client Relationship Manager

540-604-5690

allanamoore@communityfg.net

I am the Client Relationship Manager at the Fredericksburg office for Community Financial Group and joined the team in 2013.Before entering the financial industry, I dedicated several years to the medical field, where I discovered my...

Allyse Fritz

Office Coordinator

As the office coordinator for CFG, I help with scheduling appointments, connecting them with the right people on our team, and coordinating our overall office operations. I joined the team a little less than a year ago. Before entering...

Amanda Klint

Client Service Specialist

I joined CFG in 2022 as a Client Services Specialist to Josh Alloway and then became integrated with the Client Care Team in the Spring of 2024. Before joining CFG, I spent the last 13 years in senior housing as a Business Office...

Amy Sgarlato

Director of Client Relationships

540-604-5690

amysgarlato@communityfg.net

I’m the Director of Client Relationships at Community Financial Group’s Fredericksburg office, where I lead our Client Care Team and work closely with our advisors to ensure a smooth and supportive experience for our clients. My role...

Amy Cantrell

Financial Advisor

540-797-1106

amycantrell@communityfg.net

I have worked in the financial industry since 1998. Initially, I worked in banking, spending time at both Chase Bank in Kentucky and First Union/Wachovia in Virginia. Working in the bank with a limited license, I often had to refer...

Christopher G. Fines CFP®, RICP®

Managing Partner

540-604-5690

chrisfines@communityfg.net

I am the Managing Partner of Community Financial Group and have over 20 years of experience in the financial services industry.My main role is to help my clients achieve their goals and deliver them a confident future. We do this by...

Cindee Hensley

Executive Assistant to Miller Baber, Wes Meyers, and Amy Cantrell

540-512-4509

cindeehensley@communityfg.net

As the executive assistant at Community Financial Group, I'm the detail-oriented person behind the scenes making sure everything runs smoothly for our clients and our team. I guide clients through their requests, track every detail in...

David C. Stables IV CFP®, ChFC®, CLU®

Financial Planner

804-287-0228

davidstables@communityfg.net

I’ve been helping clients through the financial planning process since 2009, and have never met two clients who needed the same kind of plan. I believe in providing customized guidance and educational support for each client so that...

Jeff Mills

Assistant to Miller Baber

Joshua M. Alloway CFP®

Senior Partner

540-604-5690

joshalloway@communityfg.net

As a kid, my parents always taught me, “It’s not how much you earn, but what you do with what you earn that makes the difference.” That lesson has stayed with me throughout my life, and it’s one that I pass on to my clients on a daily...

Kaitlyn Alloway

Administrative Assistant

804-287-0241

kaitlynalloway@communityfg.net

I joined the Richmond office of Community Financial Group in 2018 as the office’s administrative assistant. For the last seven years, I have been providing the support, communication, and care needed to help both our advisors and our...

Kori Anne Falcon

New Business Coordinator, Senior Application & Transfer Specialist

540-912-5027

korifalcon@communityfg.net

I became the New Business Coordinator with Equitable in November 2017 and joined CFG in 2019. I primarily work in a remote capacity, so while I don’t typically work face-to-face with our clients, I’m always striving to help keep them...

Michael S. Cupp

Financial Planner

540-604-5690

michaelcupp@communityfg.net

I attended James Madison University and began working for Community Financial Group immediately after graduating with my degree in Finance. I knew that I wanted to help people for a living, to provide trusted guidance in complex...

Michael J. Hayes Jr. CPA, CFP®, RICP®

Senior Partner

540-604-5690

mikehayes@communityfg.net

With over 20 years in the financial services industry, I bring a great deal of knowledge and experience to the table for my clients. I graduated from Strayer University with a Bachelors in Accounting Bachelor's and have continued my...

Miller Baber CLU,ChFC,AEP

Financial Advisor

540-354-8180

millerbaber@communityfg.net

With over three decades of experience in wealth management and estate planning, my journey has been fueled by a passion for helping clients achieve their financial goals and a love for continuous learning. Each client interaction...

Peter S. Switzer

Financial Professional

804-287-0206

peterswitzer@communityfg.net

I am a Financial Professional at the Richmond office of Community Financial Group. I joined my current broker-dealer, now Equitable Advisors, in 2017 and became part of the CFG team in 2020. My main areas of concentration are helping...

Samuel H. Jerome CFP®

CERTIFIED FINANCIAL PLANNER®

540-604-5690

samjerome@communityfg.net

I am a CERTIFIED FINANCIAL PLANNER® professional with Community Financial Group and work out of our Fredericksburg office. I started my professional career in 2017 with Equitable Advisors as a member of the Retirement Benefits Group...

Shery Butt

Client Relationship Manager

540-604-5690

540-372-3040

sherybutt@communityfg.net

As the Client Relationship Manager at Community Financial Group, my job is to help develop and maintain excellent relationships with our clients. I received a Bachelor’s degree in Business Administration with a minor in Finance from...

Stephanie Klarman

Senior Client Services Specialist

540-604-5690

stephanieklarman@communityfg.net

In my role as Senior Client Services Specialist, I work closely with a subset of Community Financial Group's financial professionals to help ensure we’re meeting our clients’ needs. That means that I’m often working directly with...

Weston S. Meyers

Financial Professional

(540) 685-3941

wesmeyers@communityfg.net

I am a Financial Professional with Equitable Advisors and Community Financial Group located in Roanoke, Virginia. My main areas of concentration are investments, retirement planning, and life insurance, but the greatest value I offer...

William T. Mears CFP®

Senior Partner

540-604-5690

willmears@communityfg.net

I like to think of myself as a natural problem solver. I’ve always enjoyed helping people with complex problems, especially those problems that also require emotional intelligence. My work as a financial planner allows me to do that on...

How Can
We Help?

Our team isn’t about helping people “get through” retirement. We want to set you up for long-term success, so you can truly enjoy your retirement years instead of worrying about your income. Let’s talk about what you need to feel confident and secure in your finances—both now and in the future.

Schedule a Call

About Our Team

A Small-Town Company...With a Global Community

What you can expect from us

Reach Out

Honesty

Collaboration

Personal Touch

An Experienced Team You Can Trust

How CanWe Help?

^{A Small-Town Company...}With a Global Community

How Can
We Help?