Team

Brett is a founding partner of The Capital Advisory Group. He has been helping affluent investors execute financial strategies, meet income objectives and realize life visions for more than 30 years. Approachable, genuine, and down-to-earth, Brett holds himself to a higher standard of accountability and seeks to achieve positive financial results on behalf of each client.

Brett is informed, connected and was selected multiple times by the United States Department of Defense to attend the National Securities Forum along with representatives of our armed forces and Homeland Security. The program examined threats to our National Security and what can be done about them. From 2010 to 2012, Brett was the Honorary Commander of the 33rd Fighter Wing, Eglin AFB. In 2016, Brett was admitted to the Business Advisory Committee for Normandale College, Minnesota’s largest community college system.

Specializing in wealth management, asset accumulation and retirement income distribution strategies, Brett has a profound desire to understand the whole you. He uses an all-encompassing approach when building your financial plan, accounting for your beliefs, obligations, resources, risk tolerance, family dynamics and life aspirations. Brett studied at Fuqua School of Business, Duke University in their M.B.A. program in 1983 and attended MacMurray College where he earned his B.S. in Accounting, Business, and Economics. Brett was president of the Economics Society and graduated cum laude.

Machtig has authored several books, been featured on radio shows and appeared on national television programs including CNBC’s Your Money, PBS’ Financial Freedom and CNN’s Financial Update. Machtig lives in Bloomington, Minnesota and enjoys running, reading, writing and time with his family.

Roger loves being a financial advisor. He enjoys having the opportunity to care for the financial health and wealth of his clients, whether they are retired, anticipating retirement, or planning for long-term objectives.

Roger takes the time to listen and understand your unique financial situation…the story of where you’ve been and where you want to go. He then reviews your situation and carefully implements a financial plan that fits your goals and objectives. Over time, he monitors and reviews the plan with you, helps fit to measure progress and helps keep you on track.

Roger grew up in Minneapolis, and graduated from Bemidji State University. Roger is a CERTIFIED FINANCIAL PLANNER™ practitioner and takes a holistic approach with helping his clients work toward financial success. Roger puts his clients first and has established a trusted reputation with clients from working 25 years in the community.

Away from the office, Roger enjoys singing in his church choir…and music of most any kind. He also loves spending time in the outdoors – camping, canoeing and biking – with his wife, Eileen, and their two children.

Todd was born and raised in the small town of Faribault, Minnesota. He attended The University of New Mexico where he earned his B.B.A. in Entrepreneurial Studies from the Anderson School of Management. He currently lives in Cottage Grove, Minnesota with his beautiful wife Christina and his amazing daughter Avrie. He enjoys hunting, fishing, playing sports and experiencing new adventures with his family.

For Todd, helping people reach their financial goals has been his passion for over 15 years. Todd’s favorite part about this business is meeting people from different walks of life and learning something new from each of them. Todd works with a range of clientele who all have one thing in common, the desire to make their money work for them in the most efficient way possible. Whether the goal is funding a child’s education, tax –efficient investing, or protecting and preserving assets for years to come, Todd brings value to any situation.

Todd measures his success in this business by the happiness of his clients. He is always looking for better ways to serve them. Todd has aligned himself with attorneys, CPA’s, and real-estate professionals to meet or exceed the demands of his clients. He believes providing outstanding customer service transforms the lifeblood of his business (clients) into raving fans.

For Mark, helping people make the most of their financial assets has been his passion for over 25 years. As a Financial Advisor with The Capital Advisory Group Advisory Services and a Certified Public Accountant (CPA) with Foreman & Airhart,* Mark enjoys guiding his clients as they implement tax strategies to meet their financial goals.

Mark uses holistic asset management, adjusting risk tolerance and reviewing estate plans to help address the holes that could sink a client’s financial ship. His clients consist of retired individuals, business owners, professionals, and hard-working families. Mark’s minimum account is $150,000 for new clients, with some exceptions for referrals and clients that work with him on a flat fee.

As a CPA, Mark employs a client-first focus and adheres to the CPA Code of Ethics. He enjoys listening and learning about the unique characteristics of each client. After analysis of the current situation, a plan of action is developed jointly with each client to address investment opportunities vs. risk tolerance. Goals are best reached with a written and measurable objective, so a written plan is developed for each client. Once the financial plan is in place, Mark can assess insurance needs and update the estate plan accordingly to ensure a comprehensive transition.*

Mark grew up in Louisiana, attended the University of Southern Louisiana, and is a long-standing member of the Minnesota Society of CPAs, the American Institute of CPAs and the Society of Louisiana CPAs. He is married, has three children and lives in Bloomington where he enjoys outdoor hobbies of all kinds, music, and church activities.