Travis Chance
Travis Chance is the President of CFG Wealth Management, LLC a Registered Investment Advisory firm. In 2005, he chose his career in the financial planning industry after seeing first-hand the dangers that poor financial advice can bring in retirement to his close loved ones.
Christy Stone
Christy is the Office Manager and primary assistant to Travis at CFG Wealth Management, LLC, where she plays a key role in delivering exceptional client service. She oversees daily office operations and supports a wide range of client needs, including account setup, deposits, distributions, and account updates.
Patty Downes
Patty joined the CFG team in June 2021 as an Executive Assistant and brings years of customer service and business experience from law firms, investment firms, and as the clinical manager for a medical practice.
Daryle-Lynn Roberts
Daryle-Lynn joined CFG in January 2023 as an Executive Assistant and plays a key role in supporting daily office operations. She brings a strong background in customer service, organization, and administrative coordination, along with experience in planning, task execution, and social media management.
Rachel Smith
Rachel Smith joined the team in February 2026 as an Executive Assistant, bringing years of experience in accounting and bookkeeping. She holds an associate degree in accounting from Ogeechee Technical College, where she graduated with honors. Known for her keen attention to detail and strong industry knowledge, Rachel is a valuable asset to both our organization and our clients.
Our Mission
At CFG Wealth Management, LLC, everything begins with you.
We understand the challenges retirees currently face and how difficult it can be to navigate them successfully. Our commitment is to utilize all available resources and provide you clarity and confidence to pursue your goals…All while managing debt, choosing the right social security strategy, planning for retirement and building your legacy.
We believe in thinking “outside the box” and welcome the opportunity to challenge conventional wisdom with our customized approach to investing and preserving your wealth. Our energy, commitment, and tireless efforts are focused on you, our client, and your satisfaction.
