Staff & Personnel
Our Professional Staff, Account Executives, Insurance Associates and Support Staff are uniquely qualified by experience and education to recommend and implement Investment, Tax, Business, Insurance and Estate Planning strategies to help our clients accumulate, enjoy, and pass on their wealth for many years to come. The team at Capital Growth Planning, Inc. thanks you for your interest and looks forward to being of service.
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The Professional Staff Of Capital Growth Planning, Inc.
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We encourage you to utilize the entire staff at Capital Growth Planning to meet your Financial, Investment, Insurance and Estate Planning needs. You can learn more about each individual's background and duties by clicking on the names below.
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Executive Staff
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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 a major insurance carrier, rising to the position of Vice President. 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 is licensed with FINRA (Series 7 & 27), and qualifies as an RIA with the State of California. Mr. Miller also holds a Real Estate Brokers license and a Life Insurance License with the State of California.
Walter I. Miller, CLU, ChFC, CFP
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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 an emphasis in 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 the design, development and marketing of the Company’s insurance, securities and investment products and programs for national and international syndication. Mr. Miller is a Registered Representative with FINRA (Series 7 & 63). Mr. Miller also holds a Real Estate and Life Insurance license with the State of California and multiple non-residence Life licenses in 40 or more other states.
Douglas W. Miller
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Mr. Mark E. Stutzman is the General Counsel and Corporate Secretary for CGP and all its subsidiaries, and is licensed to practice law in California. Mr. Stutzman joined CGP in October of 1997, after twelve years in private practice. Mr. Stutzman earned his Bachelor of Arts degree in Political Science from U.C. Berkeley and earned his Juris Doctorate, cum laude, from Northwestern School of Law. Mr. Stutzman coordinates the drafting and approval of all legal documents used in the Company’s financial structures. Other responsibilities include maintaining corporate records and managing the legal affairs of the Company. Mr. Stutzman is a Registered Representative with FINRA (Series 7 & 63) and holds a Life Insurance license with the State of California.
Mark E. Stutzman
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Mr. Thomas M. Tice is a Senior V.P and Chief Information Officer for CGP, and a Vice President of CLA, CAS, & LFP. Mr. Tice began his association with CGP in July of 1977. Mr. Tice is involved in all aspects of case coordination and trust administration involving the three subsidiaries noted above. Mr. Tice is a Registered Securities Principal with FINRA (Series 7 & 24), and qualifies as an RIA with the State of California.
Thomas M. Tice
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Ms. Lorie I. Cook is a Senior V.P and Chief Operating Officer for CGP and most of its subsidiaries, and the President and Chief Compliance Officer for CGR. Ms. Cook began her career with CGP in October, 1980. In addition to managing office staff, Ms. Cook is responsible for licensing and supervision matters for CGR & CGPA. Ms. Cook is a Registered Securities and Financial Principal with FINRA (Series 7, 24 & 27) and qualifies as an RIA with the State of California. Ms. Cook also holds a Real Estate license and Life Insurance license with the State of California.
Lorie I. Cook
(lorie.cook@cgpfinancial.com) (lcook@cgrinvest.com)
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Mr. Richard Simpson is the Due Diligence Officer for CGR. Mr. Simpson began his association with CGP in 1981, after specializing in investment income property syndication. Mr. Simpson is a Certified Financial Planner and is licensed to represent taxpayers before the IRS, as an Enrolled Agent. Mr. Simpson is also a Registered Securities Principal with FINRA (Series 7, 24 & 63), and holds a Real Estate Brokers license and a Life Insurance license with the State of California.
Richard D. Simpson, CFP
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