Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services.  At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations.

Churchill does not solicit or encourage third parties to post anything on the Firm’s behalf, including endorsements, and the Firm is not responsible for any third party comments.  

See important disclosures here:
http://www.churchillmanagement.com/services-q10321-disclosures-aspx/

Investment Management

Churchill Management Group

Fred Fern

Mike Carbone

Manny Romasanta

Joseph Maglio

Ryan Murphy

Bryan Turnbow

Cfp® Blake Cecil

Jeffrey Darien

Jay Melton

Ed Levy

Randy Conner

Amy Yeager

Andrea Rhinehart

Ryan Formanek

Nicholas Dewsnap

Matt Anderson

Margery Hollister

Rob Peterson

David Lee

Kelly Scott

The Client Services Team at Churchill Management Group focuses on fostering and maintaining strong relationships with our clients. This team, comprising roles such as Relationship Associates, VP Client Service, Senior Sales Assistants, and other specialized positions, ensures efficient communication, addresses client inquiries, and delivers exceptional customer support tailored to individual financial goals and needs.

Client Services Team

Leadership Team

Vice Presidents Team

Client Services Team

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Other teams at Churchill Management Group

Leadership Team

Vice Presidents Team