Joseph McDonald
Joseph McDonald is an Investment Advisor for Capital Investment Advisors (CIA) in our Dallas location. He is passionate about helping families prepare and transition into retirement, ultimately working towards the goal of becoming a happy retiree. Originally from Stone Mountain, Georgia, Joseph graduated with a Bachelor of Business Administration in Business from Abilene Christian University. […]
Christopher Kuzelka, CFP®, CTFA
Christopher Kuzelka, CFP®, CTFA is an Investment Advisor at Capital Investment Advisors (CIA) based in our Phoenix office. He is passionate about building strong relationships with families and taking the time to understand their values and priorities to help them achieve their financial goals. Chris holds a Bachelor’s degree in Business Administration from Northern Arizona […]
Bill Skiles, CFP®
Bill Skiles is an Investment Advisor for Capital Investment Advisors (CIA) in our Colorado office. He is a CERTIFIED FINANCIAL PLANNER™ and is passionate about working with clients as they transition into retirement. Bill joined the military out of high school and spent 6 years in the Army Reserve. He graduated from the University of […]
Brenden Urban
Brenden Urban is an Investment Associate for Capital Investment Advisors. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful comprehensive plans. Originally from Denver Colorado, Brenden graduated with a bachelor’s degree in Finance from Florida State […]
James Horn
James Horn is an Investment Associate for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. James received his bachelor’s degree and is currently working on his MBA from Western Governors University. James’ prior professional experience […]
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 […]
Tanner Sterk
Tanner Sterk is a Sr. Investment Associate at Capital Investment Advisors (CIA) in the Denver, CO office. Tanner is passionate about helping families and young professionals define and work towards their goals while helping them build a plan that helps families feel confident about their future. Tanner joined the military out of high school and spent […]
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, CFP® – 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 […]
