Joel Dean, CFP®
Joel Dean, CFP® is Partner, Senior Investment Advisor, & Director of Investment Associates for Capital Investment Advisors (CIA). As a CERTIFIED FINANCIAL PLANNER™, Joel helps clients ranging from young families to retirees create comprehensive plans encompassing their unique savings, investment, insurance, tax, and estate needs. His work as Partner and Director of Investment Associates shapes […]
James Lewis, CFP®, MBA
James Lewis is a CERTIFIED FINANCIAL PLANNER™ and a Senior Investment Advisor for Capital Investment Advisors (CIA). He is also a member of CIA’s Investment Committee and serves as the company’s go-to resource for many of Capital’s clients and users of the Social Security Optimizer helping families and individuals maximize their lifetime, spousal, and survivor […]
Harris Lowe, CFP®
Harris Lowe is a Financial Advisor with over 25 years in the Financial Services industry. Harris has been a CERTIFIED FINANCIAL PLANNER™ since 2008 and uses his experience to focus on investment management, retirement planning, and business succession planning. Harris is passionate about the planning process and integrates a comprehensive approach with each of his […]
Kristin Curcio
Kristin Curcio is an investment advisor and the Atlanta Advisor Lead with Capital Investment Advisors (CIA) and has nearly 20 years of experience in the financial services industry. Prior to joining CIA, she worked for Goldman, Sachs & Co. in New York City. There she worked extensively with several divisions of the firm including Private […]
Bill Cibulas, CFP®, J.D.
Bill Cibulas is a senior investment advisor for Capital Investment Advisors (CIA) and a member of the CIA Investment Committee. As a CERTIFIED FINANCIAL PLANNER™, Bill provides individual portfolio management services and advises clients on a variety of other financial decisions. Prior to joining CIA he operated his own law firm and worked with the […]
Ryan Ely
Ryan is a Senior Investment Advisor and Director of the Investment Committee for Capital Investment Advisors (CIA) in Atlanta. In addition to these roles, he also advises a group of high-net worth private clients. Ryan works closely with the firm’s Chief Investment Officer with regards to the ongoing research processes and technology on behalf of […]
Bryan Rea, CFP®
Bryan Rea, CFP® is a Partner and Senior Investment Advisor for Capital Investment Advisors (CIA). He joined team CIA in January of 2007. Prior to his arrival at Capital Investment Advisors, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has always had […]
Curt Klein
Curt Klein is a Senior Advisor for Capital Investment Advisors (CIA), and was in fact the first financial advisor hired in 2001. Prior to joining CIA, he worked for Helton Asset Management, Henssler Asset Management and Advanced Financial Strategists, all Atlanta offices. Curt has been working in the fee-only financial planning arena for more than […]
Matt Reiner, CFP®, CFA®
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix. As a Senior Investment Advisor, Matt seeks to help clients reach their investment goals pre-retirement and in retirement. Through a mix of income- […]
Mitch Reiner, CFP®, CIMA®
Mitch Reiner is a Managing Partner, and an Investment Advisor with Capital Investment Advisors (CIA). He has been a proud member of the CIA team and family since 2005. He identifies three core pillars that define his time and life: family, business and community. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitch works with his clients […]
