Jonas Roos, CFP®

Jonas Roos is an Investment Advisor in our Dallas, Texas office location. He is a CERTIFIED FINANCIAL PLANNER™ and is passionate about helping families prepare and transition into retirement, ultimately working towards the goal of becoming a happy retiree. Jonas, originally from Stockholm, Sweden, moved to Dallas in 1999. After high school in Plano, he attended […]

Ben Ezrine, MBA

Ben Ezrine is an Investment Advisor for Capital Investment Advisors (CIA). He works with clients and other advisors to better understand the needs of our retirees and to help create customized investment portfolios. Ben graduated with a B.A. in Corporate Communications from Elon University. He then completed his M.B.A in Finance at the University of Denver […]

Kevin Madigan – Wela Strategies

Kevin Madigan is an investment advisor for Wela Strategies, Capital Investment Advisors’ (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He takes pride in building personal connections with the families he serves.  Kevin’s mission is to ensure that each family’s portfolio aligns with their goals and objectives. His passion for assisting families […]

Miller Majors, CPA, CFP®

Miller Majors, an Alabama native, is an Investment Advisor at Capital Investment Advisors (CIA). Miller is passionate about helping individuals work towards their retirement goals so they can lead a healthy, secure, and joyful life. Miller graduated from the Patterson School of Accountancy at the University of Mississippi, earning both Bachelor’s and Master’s degrees in […]

Thomas Collins, CFP®

Thomas Collins is an Investment Advisor for Capital Investment Advisors (CIA). He has a passion for investment management, financial planning, and working with clients to help them achieve their retirement goals through the implementation of thoughtful comprehensive plans. Thomas graduated from The University of Florida with a B.A. in Environmental Science and an M.S. in […]

Brett Noggle, CFP®, CFA

Brett Noggle is an Investment Advisor for Capital Investment Advisors (CIA). He has a passion for working with individuals to help them work towards their retirement goals. Brett graduated from the Fisher College of Business at The Ohio State University with a BS in Finance. Brett is also a CERTIFIED FINANCIAL PLANNER™ and a CFA […]

Dan Abramowitz

Dan Abramowitz is a Director of Wealth Management and an Investment Advisor for our Florida branch of Capital Investment Advisors. Dan has always had an affinity for finance and solving complex financial puzzles. As a Director of Wealth Management, he focuses on creating and cultivating strategic partnerships with Fidelity and Schwab representatives and specialists such […]

Ryan Curwick, CFP®, CFA

Ryan Curwick is an Investment Advisor for Capital Investment Advisors (CIA) in the Phoenix, AZ office. In this role, he works to provide holistic financial planning solutions to individuals, families, and business owners. Ryan’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, […]

Banner Clark, CFP®

Banner is an Investment Advisor at Capital Investment Advisors Tampa office. He holds his CERTIFIED FINANCIAL PLANNER ™ designation and works to provide holistic financial solutions for individuals, families, and business owners. Banner’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and […]

Mike Parsons, CFA

Mike Parsons is the Family Office Advisor for Capital Investment Advisors (CIA). In this role, he works directly with Mitch Reiner, Wes Moss, Ansur Ahmed, and Remington Hasty to deliver our suite of high-touch, family office services for individuals and families.  Mike delivers our Family Office value proposition by delivering a thoughtful approach to comprehensive […]