Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Jim Clouse co-founded CTM Financial Group in 1996 in order to provide clients with a one-stop destination for their financial service needs.  He is also a CPA and managing partner of Charles T. Mitchell Company, PLLC.  He has worked in the industry for over 20 years and holds his Series 6, 7, 63 and 65 licenses as well as his life, health and annuity license.  He continues to serve his clients providing a holistic approach to delivering financial solutions.

William Johnson is co-founder of CTM Financial Group and a CPA with Charles T. Mitchell Company, PLLC. He has worked in the industry since 1996 and hold his Series 6, 7, and 63 licenses as well as his life, health and annuity license.  

David Wood joined CTM Financial Group in 2017.  He holds the professional designations of Chartered Financial Consultant and Certified Life Underwriter with over 45 years of experience in the insurance industry.  He advises clients about their investments and life insurance needs.

Sarah Green-Robinson has been with CTM Financial Group since July of 2002.  She has her Series 6 and Series 63 securities licenses and her Life, Health, and Variable Annuity insurance licenses.  Her primary responsibilities include office administration and overseeing client and account servicing.  

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.