Meet Our Team
We are your trusted advisory team, dedicated to long-term financial planning and investing
through personalized service, risk mitigation, and strong relationships built on trust.
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Patrick McFawn CFP®
Founder, MFSG
Registered Representative, RJFSCertified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Dale White CFP®, CPA
Branch Manager, MFSG
Registered Principal, RJFSCertified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Steven McFawn AAMS
Financial Advisor
Registered Representative -
Brian McFawn
Financial Services Assistant
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Amy Hanna
Client Service Support Specialist
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Kristin LaPado
Client Service Support Specialist
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Liz Arraiz
Client Service Support Specialist
“Great things in business are never done by one person;
they're done by a team of people.”
— Steve Jobs