History of the CM Group

The CM Group traces its roots back to the mid-1980s when two advisors, coincidentally with last names beginning with "C" and "M," joined forces to share insights and administrative support. As the original founders retired, the team expanded both in size and service offerings, evolving to better serve our client partners.

 

In 1999, Greg Kraminsky joined the team, bringing expertise in science, academia, and industry. Greg's focus on understanding clients' future needs through financial planning aimed to remove guesswork from the investment process. In 2007, Colin Andrews strengthened the team with his leadership and organizational skills, driving a positive and consistent service experience for our clients.

 

The team's capabilities were further enhanced with the addition of Advisors Steven Molina, a longstanding team member since 1999, Blair Howell, who has been providing his expertise since 2017, and Karyn Silenzi who joined us in 2024. Our success in delivering exceptional client experiences and operations is also attributed to the support of our administrative professionals Martina Allen and Amber Li.

 

At the CM Group, excellence in service is our hallmark. We go beyond just meeting your needs; we ensure a seamless flow of advice over time through our integrated team approach and meticulous succession planning. Moreover, we believe in the power of collaboration, which is why we work closely with a network of experts. Together, we offer a suite of comprehensive financial solutions that cover everything from financial planning and trust and estate planning to insurance and banking services.

 

With our dedicated team and strategic partnerships, we provide you with a holistic approach to wealth management, tailored to your unique needs and aspirations.

Experience the journey with the CM Group, where legacy meets innovation, and your financial aspirations find a true partner.