CSP Financial Group LLC

He Ma is a financial advisor at CSP Financial Group LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including GoHealth and UnitedHealthcare. In addition to his advisory role, He Ma is an independent health insurance agent and owner of JM Capital Group LLC. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and often collaborates with third-party managers for portfolio implementation while maintaining ongoing advisory roles.

Varaphone Potter is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over a decade of industry experience. He has previously worked at Champion Brokerage Group, WealthVest, Questar Capital Corporation, and Allianz Life. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and frequently uses third-party managers for portfolio implementation while maintaining an ongoing advisory role.

Michael Poole is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at CSP Financial Group since 2021 and has prior experience with LifeTyme Financial Advisors, Prosperity Capital Advisors, and operates Poole Financial Group, Inc. dba Synergy Financial Group, where he provides financial advisory and insurance services. CSP Financial Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and frequently collaborates with third-party managers while maintaining an ongoing advisory role.

Mark Flanagan is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 license and seven years of industry experience. He has operated his own advisory practice, Flanagan Financial LLC, since 2025 and has been affiliated with CSP Financial Group since 2020. Prior to his advisory career, he was a CPA and owner of Mercer, Flanagan & Company, P.C., a CPA firm where he managed daily operations for 25 years. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and frequently utilizes third-party managers for portfolio implementation while maintaining an ongoing advisory role.

Ethan Gruenke is a financial advisor at CSP Financial Group LLC with a Series 65 credential and three years of industry experience. Prior to joining CSP Financial Group, he worked at Veritas Financial Services LLC and Torginol. Outside of his advisory role, he is a fulfillment associate for Iron Supports, a company that produces iron brackets and corbels. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and often collaborates with third-party managers for portfolio implementation while maintaining an ongoing advisory role.

Mark Mollon is a financial advisor at CSP Financial Group LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021. Prior to that, he was associated with LifeTyme Financial Group, LLC and LifeTyme Financial Advisors, LLC, and has been involved with Legacy Builder Group since 2008. He is also licensed as a life insurance agent and receives commissions from life insurance products. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm’s investment approach is long-term and based on Modern Portfolio Theory, frequently utilizing third-party managers while maintaining an ongoing advisory role.

Henry Luong is a financial advisor at CSP Financial Group LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at CSP Financial Group since 2021. In addition to his advisory role, he serves as a patent examiner at the United States Patent and Trademark Office, a position he has held since 2010. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and often collaborates with third-party managers for portfolio implementation while maintaining ongoing advisory oversight.

Craig Tompkins is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Agape Investment Coaching and Rice Financial Consulting, as well as operating his own RIA and insurance businesses. He owns and operates Coalition Insurance Services, a life and health insurance business in California. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and often utilizes third-party managers while maintaining an ongoing advisory role.

Kai Jacobs is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group, Kai worked in various roles including at T-Mobile and CVS Pharmacy. He is also licensed as an insurance agent and receives commissions from life insurance sales. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and often works with third-party managers to implement client portfolios while maintaining an ongoing advisory role.

Mandi Hering is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding a Series 65 designation and four years of industry experience. She has worked at Kinghorn Financial, LLC since 2021 and previously spent over two decades with Amphitheater Schools. Outside of advising, she is an agent for United Healthcare Medicare Advantage Plans. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and frequently collaborates with third-party managers while offering educational seminars and a range of portfolio management and consulting services.

Charles Pettit is a financial advisor with CSP Financial Group LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 14 years of industry experience. He is a partner at Ed 4 Feds, a training company that provides seminars to federal employees about their pension systems and retirement benefits. Pettit has held roles at multiple related firms since 2004, including Lifetyme Financial Advisors and CSP Financial Group. CSP Financial Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and frequently collaborates with third-party managers while maintaining an ongoing advisory role.

Nicholas Der is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. Prior to joining CSP Financial Group in 2022, he was self-employed and held positions at Matson Money, AssetIO, and MetLife Securities Inc. Outside of advising, Der is involved in operations, sales, and customer support for The Shred Method, a software program that creates debt payoff plans. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm follows a long-term investment approach grounded in Modern Portfolio Theory and often uses third-party managers for portfolio implementation while maintaining an ongoing advisory role.

Douglas Miller is a financial advisor with CSP Financial Group LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at LifeTyme Financial Advisors, LLC and 360 Wealth Management, Inc. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and frequently collaborates with third-party managers for portfolio implementation while maintaining an ongoing advisory role.

Kim Trinh is a financial advisor at CSP Financial Group LLC with a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group in 2024, Kim worked at Matson Money, Inc. for four years and has experience in leadership development and publishing from roles at Landmark Worldwide and N2 Publishing. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm follows a long-term investment approach grounded in Modern Portfolio Theory and often utilizes third-party managers for portfolio implementation while maintaining an ongoing advisory role.

Hayden Santos is a financial advisor at CSP Financial Group LLC with a Series 65 designation and two years of industry experience. Prior to joining CSP Financial Group in 2024, he worked at Legacy Transportation and was self-employed for two years. CSP Financial Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and business entities. The firm follows a long-term investment approach based on Modern Portfolio Theory and often collaborates with third-party managers for portfolio implementation while maintaining an ongoing advisory role.