Salisbury, MD – CFS, Inc. (Comprehensive Financial Solutions) provides services to its clients across Delmarva and the United States, including Financial Planning, Small Business Retirement Plans, Tax Solutions, Insurance Solutions, and Wealth Management.
CFS has hired two new key employees, Katie Brittingham, Director of Marketing and Matt McKinley, Director of Business Development. Katie and Matt will play instrumental roles in the dual strategic objectives of enhancing CFS’s already topflight customer service and developing growth opportunities.
“For nearly 40 years we have invested in our community, seeking local talent to increase our client’s experience. The CFS legacy aims to help the families across Delmarva; Matt and Katie will be a great addition to help us accomplish this goal.”, expressed Michael Sise, Certified Financial Planner™ and Partner.
Katie joins the team with experience managing marketing efforts across Delmarva. Her unique perspective of industries and audiences brings new insight the firm is eager to leverage for clients. Katie shared she “is eager to join a team so committed to its clients and their families, while having a great company culture. CFS has something for everyone, and I am ready to help them grow their reach in the region.”
Matt holds the Chartered Financial Analyst™ designation and is the only practicing CFA™ in Wicomico County. A Berlin native and Salisbury University graduate, Matt’s extensive background in the financial services industry includes management position with large government finance agencies and banking; publishing in economic journals; and developing investment portfolios and operational efficiencies.
At Comprehensive Financial Solutions (CFS) we have assembled a Team of experienced, highly qualified professionals who have been helping families pursue their financial goals for over 35 years. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. CFS is independent of Cetera Advisors LLC.
