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Our firm is passionately dedicated to each and every client.

Meet Our Team

Gregory Clifford

Founder and CEO

Gregory Clifford is the founder and Chief Executive Officer of The Clifford Group, a wealth advisory firm. Greg is passionately dedicated to bringing meaning and joy to all The Clifford Group's clients.

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JC Murtagh, CPFA

Director of Operations

JC leads all operational efforts of The Clifford Group. He helps coordinate multiple facets of our clients financial lives. JC frequently meets with existing clients to help ensure their wealth strategy is sound. He is committed to...

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Damian Lo Basso

Director of Finance

Damian is responsible for the oversight and management of the financial affairs of TCG. Damian has over a decade of experience in the financial services industry. Prior to founding Compass CFO Solutions, Damian led the finance and...

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Resource Partners

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