Our Associates

John D. Williams

ChFC, CLU, TEP, Founder & Chief Executive Officer

James Lee

Chief Operations & Chief Compliance Officer

Mikhail Veselov

Mikhail Veselov

Financial Advisor

Jonathan Williams

Client Services

CFG Logo

Bill Doran

MBA, Vice Chairman

Our Strategic Partners

James Dawson

CFP, Life Settlements Valmark Financial Group

Tyler Denholm

CFA, VP of Investment Management & Research Valmark Financial Group

Zach Hurst

CFP, Financial/Estate Planning, Valmark Financial Group

Phil Jackson

MBA, CLU, CFP, Life Insurance Specialist, Valmark Financial Group

Eric Johnson

Sr. Underwriter, Valmark Financial Group

Frank Lessick

MBA, Sr. Director of Investments, Valmark Advisers


Michael Amoia

JD, LLM (Tax), CLU®, ChFC® Vice President, Advanced Markets

Michael Michlitsch

MBA, CRPC, Policy Management Company

Michael McClary

MBA, Chief Investment Officer, Valmark Financial Group

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696
E-mail: info@capformgroup.com

Capital Formation Group, Inc.