Broker Check

Meet Our Staff

How We Work

Our staff is committed to creating a comfortable working relationship with all our clients. Please take a moment to read the bios listed below and become familiar with our staff. Each of us perform different roles, yet we are all happy to help in any way we can.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael Krumholz

(610) 796-9820

(610) 796-9822

mkrumholz@e-cfg.com

Michael Krumholz has run a financial services practice for over 25 years. He was raised in Reading with his three sisters. He has three daughters and a son: Carly, Shawn, Brett, and Josh. Mike received an economics degree at Williams College in Williamstown, MA, with a minor in Far Eastern studies. He enjoys being outside as much as possible playing tennis, golf, or biking, and is an avid reader.

Sheila Little

Wealth Management Advisor

(610) 796-9820 Ex.200

(610) 796-9822

slittle@e-cfg.com

Sheila Little joined the CFG team as a Client Support Specialist in January of 2009. Her role has since evolved to Financial Advisor and Client Relationship Manager. She is a Chartered Retirement Planning Counselor (SM) and holds her Series 7 and 66 licenses. Sheila is also a licensed health and life insurance agent. She graduated Magna Cum Laude from West Chester University with a BA in Political Science in 2001. Sheila currently resides in Reading, PA with her sons Joshua and David. She enjoys reading, traveling, running, playing the piano and any activity that involves being active and
outdoors with her family.

Call Sheila at extension 200 if you need assistance with new accounts or account transfers.

Sally McFarland

(610) 796-9820

smcfarland@assetmgtplanning.com

Sally McFarland is the director of client operations at Asset Management & Planning. Born and raised in Lexington, SC, Sally currently lives in West Columbia, SC. She is a graduate of Columbia College and has a background in the insurance and mortgage industries. She enjoys painting, music, traveling, and sports.

Jennifer Shroyer

Client Service Representative

(610) 796-9820

(610) 796-9822

Jennifer Shroyer is our Client Service Representative. She will be happy to help you with anything from basic account questions, to new account opening and paperwork questions. She is from Belmont, NC where she lives with her husband Curtis and two kids Curtis (CJ) and Mallory. She has more than 10 years experience in various roles that included High Net Worth Representative, Supervisor, and Operations Manager. In her spare time she enjoys reading and being on the lake. She’s excited to join the team.

Feel free to reach out and welcome Jennifer at extension 202.

Josh Krumholz

Josh heads our Planning Support team at CFG.  He works hard behind the scenes to provide advisors with planning options for our clients.  He holds his series 7 license.  When he is not in the office, he can be found on the golf course, where he enjoys competing in amateur tournaments.

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