Broker Check

Our Team

Mitchell Goldberg, AIF®, AAMS

President and CEO


When it comes to working with my clients, my style is to take a consultative approach. Advising clients, in my opinion, is an ongoing process as opposed to a one-shot recommendation. If you were to ask me what’s in a name, I...

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Robert Bird III, CFP®

Financial Planner


This is a business of building relationships. Plain and simple. I have discovered in my 20 plus years of working with clients, that being relatable, energetic, authentic and trustworthy, are the key ingredients to building successful...

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Natalie Cantwell

Office Manager and Business Development



Hello, I’m Natalie Cantwell. I work directly with Mitch at ClientFirst Strategy, Inc., managing business development and the office. Previously I worked in the advertising industry; commuting into New York City for over twenty...

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