Broker Check


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.

Read more

JC Murtagh, CFP®, CPFA

Director of Financial Planning

JC directs the financial planning operations of The Clifford Group. 

Read more

Sarah Ludden

Director of Operations

Sarah leads all operational efforts of The Clifford Group. As the firm's Director of Operations, she helps coordinate client service, new client onboarding, custodial operations and compliance.

Read more

Damian Lo Basso

Director of Finance

Damian is responsible for the oversight and management of the financial affairs of TCG. 

Read more

Resource Partners


Want to be Smarter With Your Money?

Join our mailing list and get news and info to support your financial goals.

Thank you! Oops!