Client Relations

Mr. Maglio joined Churchill Management Group as a Vice President in 2022 after fourteen years of experience in the investment industry. Mr. Maglio began his career as a Financial Advisor at Merrill Lynch and went on to hold roles as a Senior Financial Consultant at TD Ameritrade as well as a Regional Vice President at Fisher Investments.


Mr. Maglio graduated from Villanova University with a Bachelor of Arts Degree in Economics.

Mr. McLaughlin joined Churchill Management Group as a Vice President after spending eight years in the investment industry. Prior to joining Churchill, Mr. McLaughlin held the role of Investment Consultant for four years with TD Ameritrade. Mr. McLaughlin has also held business development roles at various national investment firms including Merrill Lynch and Fisher Investments.

Mr. McLaughlin graduated from the University of Nevada Las Vegas with a Bachelor of Arts in Business Management.

Mr. Lawson joined Churchill Management Group in 2024 after 12 years in the Investment Industry. Mr. Lawson began his career in financial services as a Financial Advisor with Merrill Lynch and went on to spend 9 years as a VP- Senior Financial Consultant with TD Ameritrade and Charles Schwab. During that time, he worked as a Trusted Advisor to a select group of high-net-worth clients by delivering comprehensive financial plans and tailored investment solutions to help them achieve their goals.

Mr. Lawson graduated from the University of Phoenix with a Bachelor of Science degree in Business.

Mr. Romasanta joined Churchill Management Group in 2012 as a Vice President with over fifteen years of experience in the Financial Services industry. Mr. Romasanta spent the majority of his career at Fisher Investments, most recently as an Investment Counselor managing high-net-worth client relationships within their Private Client Group. Prior to Fisher Investments, he began his career at Franklin Templeton.

Mr. Romasanta graduated from Michigan State University with a Bachelor of Arts Degree in Marketing.

Mr. Anderson joined Churchill Management Group in 2017 as Client Service Vice President. Matt worked in the financial industry from October of 2009 until 2017 with TD Ameritrade. He started as a client service associate from 2009-2011 and then transitioned to a Private Client Service role from 2011-2013. He subsequently moved to Schaumburg, IL to become an Investment Consultant and remained in that role until 2017.

Mr. Anderson graduated with a Bachelor of Arts Degree, NE in Sports Management from Bellevue University.

Mr. Nguyen joined Churchill Management Group in 2016. Mr. Nguyen’s financial experience includes working as an Investment Consultant for TD Ameritrade for four years. His most recent position prior to joining Churchill Management Group was for the wealth management division of Bank of The West as their Wealth Financial Advisor for Southern Nevada region.

Mr. Nguyen graduated from DeVry University Long Beach with a Bachelor of Science Degree in Telecommunications Management.

Mr. Carbone joined Churchill Management Group in 2013. Prior to joining Churchill Management Group, he spent seven years with Fisher Investments, most recently as an Investment Counselor managing high-net-worth client relationships within their Private Client Group.

Mr. Carbone graduated from the University of California at Santa Barbara with a Bachelor of Arts Degree in Business Economics.

Mr. Flynn joined Churchill Management Group in 2007 after spending seven years in the investment and insurance business. During those years he was a consultant for Associated Financial Group where he specialized in constructing company 401k, profit sharing and deferred compensation plans. He also has extensive experience in the area of executive retirement planning.

Mr. Flynn graduated from Ohio University where he received his Bachelor of Science degree in Business Management.

Mr. Friedman joined Churchill Management Group as a Vice President in 2000. Prior to joining Churchill Management Group, he was a Vice President with Wells Fargo Securities for six years. He started his career at Merrill Lynch in 1986.

Mr. Friedman graduated from California State University, Fullerton with a Bachelor of Arts in Finance.

Mr. Radtke joined Churchill Management Group as a Vice President after serving in various roles with Charles Schwab & Co., Inc. Most recently Mr. Radtke served as an Associate Financial Consultant in Irvine where his responsibilities included assessing client needs, conducting portfolio reviews and conducting investor education seminars. For six years prior to joining Charles Schwab, Mr. Radtke successfully managed three branch offices, with as many as twelve employees, for a privately held Forbes 500 company.

Mr. Radtke graduated from the University of Southern California (USC) with a Bachelors of Science Degree in Business Administration with an emphasis in Finance.

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Churchill Management Group

8383 Wilshire Blvd., Ste. 800
Beverly Hills, CA 90211

+1 877.937.7110

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), doing business as Churchill Management Group (“Churchill”). Focus Partners is an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. On 07/01/25, Churchill merged with and into Focus Partners Wealth. Clients of Churchill assigned their advisory agreements to Focus Partners Wealth.

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