John McWilliams, CLU
With over 27 years of experience in the financial services industry, John provides CBG’s brokers with unmatched insurance knowledge and support. His expertise in large case design and underwriting, business succession and executive planning and estate planning help advisors solve many concerns that their clients experience. He has helped many financial advisors grow their business by helping them identify and seize opportunities.
John is a native of Colorado and is married to his wife of 31 years Theresa and has 2 daughters – Gianna (who works with CBG) and Gabbie. He loves spending time with his family and being outdoors playing golf and skiing.
With 17 years of industry experience, Charley takes a client-centered focus toward helping advisors implement insurance-based solutions to help clients protect and transfer wealth.
When not at work Charley enjoys spending time with his wife Caitie, his 6-year-old son, Henry, and is an avid sports fan.
Director of New Business & Marketing
Gianna graduated from High Point University in May, 2018 with a degree in Business Administration and a minor in Marketing. After spending just under a year in media sales with the local NBC Affiliate, she decided to get her Life and Health License and join her father at Colorado Brokerage Group.
While she has only been in the industry a short time, she looks forward to following in her father’s footsteps and being able to grow professionally in the business while helping CBG to continue to improve how it helps its advisors.
She is newly married to Jason and they have a Mini Aussie Chance & an AussieDoodle Basil. They enjoy cooking, tv marathons, watching football, and hiking whenever they have a chance.