Tiffany Philpot
Tiffany Philpot is the Growth Strategy Operations Lead for Capital Investment Advisors (CIA) in our Atlanta office. Tiffany studied at Middle Tennessee State University, where she focused on communication and performance-based disciplines that continue to shape how she collaborates and works with others today. Raised in a military family, Tiffany spent much of her early […]
Mitch Rossi
Mitch Rossi is a Business Development Associate for Capital Investment Advisors (CIA) in our Atlanta office. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. In his role, Mitch helps to pair new families looking to work with CIA with one of our advisors […]
Clara O’Neil
Clara O’Neil is the Business Development Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she coordinates inventory and supports our business development team across multiple locations, making sure everything is where it needs to be, when it needs to be there. Clara is originally from Dallas, TX and graduated […]
Joe Trapani
Joe Trapani is the Chief Technology Officer for Capital Investment Advisors (CIA) in our Atlanta office. He is a technology leader who’s focused on building modern, AI-enabled platforms and supporting teams in developing high-impact solutions. His experience spans enterprise architecture, cloud transformation, data platforms, and generative AI. Prior to his current role, Joe has led […]
Chloe Glasgow
Chloe Glasgow is an Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. She works closely with the Operations team to help ensure that day-to-day processes run smoothly and support our families as they work toward a happy retirement. Chloe is originally from North Carolina but recently moved to East Atlanta. She graduated […]
Aaron Martinez
Aaron Martinez is the Salesforce Administrator for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he optimizes Salesforce based on the needs of our business users and teams to support our families as they work toward happiness in retirement. Aaron is a graduate of the University of North Georgia and is currently […]
Madi Grosse
Madi Grosse is the Family Office Associate at Capital Investment Advisors (CIA). In this role, she works closely with our Family Office team to ensure that day-to-day processes run smoothly and support our families as they work toward a happy retirement. Madi graduated from the University of Georgia in 2023, where she earned a BBA […]
Erica Ruggiero, J.D.
Erica Ruggiero, J.D. is the Estate Planning Strategist for Capital Investment Advisors, based in our Atlanta office. In this role, she provides education and guidance on tax-efficient wealth and estate planning strategies. She is dedicated to working with our families’ advisors and personal attorneys to help develop thoughtful wealth transfer plans. Prior to joining Capital […]
David Doverspike, J.D., LL.M.
David Doverspike serves as the Family Office Wealth Strategist for Capital Investment Advisors (CIA). He provides high-touch family office services to individuals and families through a principle-driven approach that helps them identify and achieve their generational, lifestyle, investment, tax, and charitable goals. Prior to joining CIA in 2026, David served as Vice President of Finance […]
Aura Shaffer
Aura Shaffer is a Team Lead for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she helps shape the strategic direction and long-term growth of her division, leading internal efforts that help advance investment integration and elevate the client experience. Aura graduated from Kennesaw State University with a bachelor’s degree in International […]
