Meet Your Team
About
Colin Schoeneman is the Director of Salesforce for Capital Investment Advisors. He optimizes Salesforce based on the needs of our business users and teams to help our families find happiness in retirement.
In 2011, Colin earned a Bachelor of Science in Computational Media with a minor in Spanish, graduating with highest honors from Georgia Tech, where he was also a member of the Kappa Sigma fraternity. He went on to earn a Master of Science in Commerce, concentrating in Marketing and Management, from the University of Virginia in 2012. In 2020, he completed a UX/UI Design certification from Georgia Tech. Colin also holds multiple Salesforce certifications: Certified Administrator, Advanced Administrator, Platform App Builder, and Service Cloud Consultant.
Colin is from Lawrenceville, GA, and currently resides in Atlanta. He’s an avid fan of all Atlanta sports teams and enjoys playing social league softball and participating in bar trivia. He has an adorable Mini Australian Shepherd named Ellie (short for Ellijay). Colin also loves to travel, both across the U.S. and internationally, and has visited more than 15 countries.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
