James Pacholek has been in the financial services industry since 2000. He held wealth advisory roles in two Fortune 500 companies before partnering with Stephen Engels to form CMG Wealth Management. In 2006, James attained the Certified Financial Planner designation and began delivering personalized wealth advice as a CFP Practitioner. During this time he also led fellow advisors as a Field Training Director and developed an appreciation for the kind of planning and investing that can adapt to life’s changes. Like-minded in their approach to wealth management, James and Steve launched CMG Wealth Management as an independent firm so that they could foc