Helen Halloran
Helen Halloran is the Compliance Director for Capital Investment Advisors (CIA) in our Atlanta office. Helen was born and raised in Atlanta, Georgia, and graduated with a Bachelor of Science degree from the University of Georgia. Helen has two decades of experience in the financial services industry and most recently worked as a Compliance Manager […]
Alyse Athans
Alyse Athans is the Director of Client Experience for Capital Investment Advisors (CIA) in our Denver location. In this role, she works to advance CIA’s ongoing efforts to put purpose and happiness at the center of every client interaction. With over a decade of financial services experience at Charles Schwab and Goldman Sachs, Alyse brings […]
Abbi Rutledge
Abbi Rutledge is a Tax Operations Associate for Capital’s Accounting & Tax division. Originally from Florida, Abbi graduated with a degree in History and minored in Leadership Development and Linguistics from the University of Florida. After completing her studies, Abbi moved to the Truist Park area. In her free time, Abbi enjoys creating art, making […]
Chase Strait
Chase Strait 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. Originally from Lake Mary, Florida, Chase graduated with a degree in Economics from Saint Leo University in Dade City, Florida, […]
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. […]
Clayton Carden
Clayton Carden is an Investment 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. Originally from Birmingham, Alabama, Clayton graduated with a degree in finance from Auburn University. Later, Clayton made the move to […]
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 […]
Megan O’Rourke
Megan O’Rourke is the People Operations Manager for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with the people operations team to ensure processes are running smoothly and the culture of our company is withheld. Originally from Connecticut, Megan graduated with a Bachelor’s degree in Political Science and Women’s, […]
Angela Herrington
Angela Herrington is a Business Development Associate for Capital Investment Advisors (CIA). She works directly with our advisors and their clients to identify investment strategies to fit client needs and lifestyles. In addition, Angela helps new families looking to meet with one of CIA’s advisors with the goal of finding the best possible match and […]
James Mack
James Mack is a Family Office Associate for Capital Investment Advisors (CIA) in our Atlanta office. He views financial planning as just as much an art form as a science, taking a holistic approach to seeking to help clients find peace of mind surrounding their finances. Originally from Florida, James graduated from Florida State University, […]