Our Team
Mitchell Goldberg, AIF®, AAMS
President and CEO
mgoldberg@clientfirststrategy.com
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...
Robert Bird III, CFP®
Financial Planner, Partner
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...
Natalie Cantwell
Office Manager and Business Development
ncantwell@clientfirststrategy.com
Hello, I’m Natalie Cantwell. I work directly with Mitch and Bobby at ClientFirst Strategy, Inc., managing business development and the office. Previously I worked in the advertising industry; commuting into New York City for over...
Read more