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 […]
Brittany Baker
Brittany Baker is a Client Service Manager for Capital Investment Advisors (CIA) in our Atlanta office. She serves as a first point of contact for client requests and supports the onboarding of new families. Brittany has more than 10 years of experience in the financial services industry and is passionate about helping others. Brittany married […]
Erin Kmetz
Erin Kmetz is an Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she collaborates with the Operations team to support day-to-day processes and help ensure a smooth experience for the families we serve as they work toward a successful retirement. Originally from Louisville, Kentucky, Erin graduated from the University […]
Chase Turner
Chase Turner is an Investment Analyst for Capital Investment Advisors (CIA) in our Atlanta office. As an analyst, Chase supports the Investment Committee with daily responsibilities of equities analysis, reporting on macroeconomic events, and managing trading activity in client accounts. Originally born in Hawaii, Chase grew up in a military family and spent most of […]
Hailey Prochaska
Hailey Prochaska is an Operations Associate for Capital Investment Advisors (CIA) in our Phoenix office. She works closely with the Operations team to ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement. Originally from Seattle, Washington, Hailey attended Washington State University with a focus in Business Management […]
Jay Gardner, CPA
Jay Gardner is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. He is passionate about helping families work towards financial success through holistic financial planning, with a goal of finding happiness in retirement. Originally from Gainesville, Georgia, Jay graduated with a Bachelor’s degree in Management from Georgia Tech and later earned […]
Justyn Grady
Justyn Grady is an Investment Advisor for Capital Investment Advisors (CIA). His primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and risk management. Originally from Wilmington, North Carolina, Justyn graduated from North Carolina A&T State University with a degree in International Studies […]
Trevor Payne
Trevor Payne is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. 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 Augusta, Georgia, Trevor recently graduated from the University […]
Steven Cerajewski
Steven Cerajewski is the Director of Tax Advisory for Capital Investment Advisors (CIA). He leads the firm’s tax practice strategy and delivery, ensuring that every family under the CIA umbrella has access to comprehensive tax services. Originally from Munster, Indiana on the Illinois state line just outside of Chicago, Steven graduated from Wabash College in […]
Olivia Grecco
Olivia Grecco is an Investment Associate for Capital Investment Advisors (CIA) in our Denver office. She 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 Connecticut, Olivia graduated with a Bachelor’s degree in […]
