Meet Our Team

Steve Stavridis is a Senior Wealth Advisor with CG Wealth Management. For 30+ years, Steve has been successfully advising individuals, professionals, entrepreneurs and families in all aspects of their financial lives. The plans he develops for clients include investment, retirement, succession, estate and tax planning recommendations. Steve’s focus is on building long-term client relationships through a thorough assessment of needs, consistent communication and a comprehensive service offering.

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Linda Dinsmore is a Senior Investment Advisor Assistant at CG Wealth Management, and has been working with Steve for over 30 years. Their longstanding professional relationship allows them to work seamlessly together to provide the best possible service to their clients. Linda started her career in the investment industry 35 years ago in operations. Today, she is the first point of contact for clients, providing prompt information and assistance.