Andrew Barag, CFP®, CRPC®
Andrew Barag is a Senior 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. Andrew graduated with a B.S. in Finance from Miami University of Ohio. He has also completed the Financial Planning Certification Program from […]
Everett Wilkerson, CFP®
Everett Wilkerson, CFP®, is a Senior Investment Advisor for Capital Investment Advisors (CIA). He has over 20 years of experience in financial services and investment advice. His previous responsibilities included working with hundreds of self-directed investors and managing a team of brokers/traders supporting the liquidation events for Executives of Fortune 100/500 companies. More recently he […]
Patrick Malloy, CFP®
Patrick Malloy is a Senior Investment Advisor and CERTIFIED FINANCIAL PLANNER™; for Capital Investment Advisors (CIA). He has been in the financial services profession for more than 15 years. Having spent a decade in the annuity industry, Pat is a good resource for clients who seek to understand many of the complicated features and benefits […]
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 […]
Wes Moss, CFP®
Wes Moss is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER™ and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible. He is a Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $5 billion in assets under management (as of December […]
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 […]
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- […]
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 […]
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 […]
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 […]
