Professional. Proven. Principled.
Our Firm Is Proven
With over 40 years of experience, we bring expertise in generational and family financial planning. We know what it means to sustain and build long term client relationships.
Our Team Is Principled
We have over 56 team members servicing our clients and looking out for their best financial interests. Our advisors are committed to you, building your trust and ensuring you get the right strategy, plan, portfolio and attention that serves you best.
Portfolio Management
Josh Barditch
Kasey Bray
Monty Butts
Scott Frantz, CFA
Shawna Geiger
Keith Goddard, CFA
Mitch Kaczmarek, CFA
William Lorton
Melissa Paulsen
Daniel Schluter, CFA
Steven Soranno, CFA, CAIA
Brigette Zuhdi
Wealth Management
Jon Althage
David Bannon
Simon Beresford, CFP®
Andy Brown
Patrick Burdick
Eric Cannon
Grant Clary
Aaron Day
Kelcy Flores, CFP®, CPWA®
Jake Freudenrich, CPA
George Haas, CFP®, CIMA®, ChFC®
Joe Hawes
Sean Hennessee, JD
Conner Johnson
Danny La, CFP®
Thomas Liversage, CFP®
McKenzie Mills, CFP®, CIPM
Jason Percy, AAMS®
Jordan Peterson, CFF®
Brad Priest
Harrison Randall
Hayden Siegfried, CFP®
Nate Stewart
Jeremy Travis
Tarlac Williams
Aubrey Socha, CFP®, CDFA®
Catherine Young, CDFA®
Client Service & Operations
Elena Aguirre
Nia Alexandria
Stephanie Bible
Katie Bleeker
Jennah Clark
Heidi Collins
Jonathan Elmore
Sarah Grage
Brandy Hibbard
Nina Knight
Debra Konieczny, IACCP
Tracy Mccabe
Theresa Mckee
Jessie Montgomery
Jessica Pugh
Jamie Wilson
Linda Younger
Capital Advisors Is Here To Serve,
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