Management

 

Mr. Walter I. Miller is the Chairman of the Board and Founder of CGP. Shortly after graduating from San Diego State in 1961, Mr. Miller entered the financial services industry with John Hancock as a Vice President and managing general agent and a general agent of New York Life. During this period, Mr. Miller earned his designations as a Chartered Life Underwriter (“CLU”), Chartered Financial Consultant (“ChFC”), and Certified Financial Planner (“CFP”). After this tenure, Mr. Miller formed CGP in 1969 and built the Company into a diversified financial services corporation, with its subsidiary companies. In June of 2007, Mr. Miller stepped down as CEO and is currently its Chairman of the Board.  Mr. Miller also holds a Real Estate Brokers license, a Life Insurance License with the State of California and a General Contractors license.

Walter I. Miller, CLU, ChFC, CFP - (wmiller@cgrinvest.com)

 

Mr. Douglas W. Miller is the Chief Executive Officer of CGP. Mr. Miller began his association with CGP in August of 1988, after graduating from Fresno State with a Bachelor of Science degree in Business Administration - Financial Services. In 1991, Mr. Miller successfully completed Northwestern Mutual’s Career Agent Development Program and has been a member of the Million Dollar Round Table (“MDRT”) since 2002.  As CEO, Mr. Miller is directly involved in the management, development, and marketing of the Company’s insurance, securities, advisory and investment products, programs, and structures for commercial banking, wealth management, yield enhancement, and premium financed life insurance, of which each may be designed for national and international syndication, joint ventures, or under a partnership program. Mr. Miller is a member of the National Investment Bankers Association (NIBA) and Financial Services Exchange (FSX). Mr. Miller also holds a Real Estate & Life Insurance license with the State of California.

Douglas W. Miller - (dmiller@cgpfinancial.com)
 
 
Mr. Jimmy Villalobos is the President of CGP. Mr. Villalobos began his association with CGP in 1994, where he primarily assisted the Company with investment banking strategies and structures. Mr. Villalobos left the Company in 2001 to pursue other business opportunities and returned in early 2008. Since his return, he has assisted in the development and marketing of the Company’s products and services. Mr. Villalobos has over 30 years of experience in the areas of Investment Banking, Financial Services, and Sales Management. Past positions held include CEO of Mesa Securities Corporation (an NASD broker-dealer), which he built to having over 200 representatives before selling his interest, CEO of U.S. Securities Clearing Corporation (an NASD broker dealer), which he built to having over 250 representatives and other international sales partners world-wide, and District Sales Manager for the Southwestern Company (a university centered sales organization in business since 1868). Mr. Villalobos has worked extensively with national and multinational brokerage firms in syndicating securities offerings and structures, and has guided dozens of private companies in business development and capital formation processes often culminating in raising capital and taking the company public. Mr. Villalobos is a member of the National Investment Bankers Association (NIBA), the Southern California Investors Association, the Financial Services Exchange (FSX), and a founding partner of SuperLab in San Diego.

Jimmy Villalobos - (jvillalobos@cgpfinancial.com)
 
 
Mr. Richard Simpson is the Corporate Secretary for CGP and began his association with CGP in 1981. Mr. Simpson is a Certified Financial Planner and is licensed to represent taxpayers before the IRS, as an Enrolled Agent. Mr. Simpson holds a Real Estate Brokers license and a Life license with the State of California.

Richard D. Simpson, CFP
- (rsimpson@cgrinvest.com)



 

CGP BOARD OF DIRECTOR

The CGP Board of Directors is made up of the following individuals:

  • Walter I. Miller, Chairman and Founder
  • Douglas W. Miller, Chief Executive Officer
  • Jimmy Villalobos, President
 
 

Capital Growth Insurance Services - Representatives

Lynne M. Rach
Account Executive
(lrach@cgrinvest.com)
 
Ryan Cravens
Account Executive
 
Tom Thompson
Account Executive
  

 

Support Staff 

Debbie Tice - Executive Assistant to the Chief Executive Officer
(debra.tice@cgpfinancial.com)

James Villalobos - Administrative Assistant