Emily Sheehan
Emily Sheehan is an operations assistant for Capital Investment Advisors (CIA) in our Atlanta 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. Emily is originally from Birmingham, Alabama, and studied Marketing and Public Relations at the University […]
Olivia Carufel
Olivia Carufel is an operations assistant for Capital Investment Advisors (CIA) in our Tampa 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 Indianapolis, IN, Olivia graduated with a bachelor’s degree in Liberal Arts and a minor in […]
Bill Skiles, CFP®
Bill Skiles is an Investment Advisor for Capital Investment Advisors (CIA) in our Colorado office. He is a CERTIFIED FINANCIAL PLANNER™ and is passionate about working with clients as they transition into retirement. Bill joined the military out of high school and spent 6 years in the Army Reserve. He graduated from the University of […]
Kelly Merrit – Capital Accounting & Tax
Kelly Merrit is an Office Administrator for Capital Accounting & Tax, LLC. Collaborating with our tax professionals and valued clients, she brings a depth of experience to the team and offers assistance to streamline the intricate tax preparation and filing procedures. A delightful tidbit about Kelly is her close tie to Senior Tax Advisor Barron […]
Amy Anderson
Amy Anderson is an Operations Assistant for Capital Investment Advisors (CIA). 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 hailing from England, Amy made her big move to the U.S. at just 12 years old. At the […]
Brenden Urban
Brenden Urban is an Investment Associate for Capital Investment Advisors. 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 Denver Colorado, Brenden graduated with a bachelor’s degree in Finance from Florida State […]
Jackson Dorris
Jackson Dorris is a Business Development Specialist for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he works directly with our business development team to help advisors and their clients identify investment strategies that work towards their needs and lifestyle. In addition, Jackson helps to pair new families looking to work with […]
Hector Fuentes
Hector Fuentes is a Staff Accountant for Capital Investment Advisors (CIA), working alongside our Controller. In this role, he aids in overseeing the accounting operations of the company, which include financial reporting, budgeting and expense, and cash management. Hector, a Georgia native with parents from El Salvador, pursued his undergraduate degree in accounting and master’s […]
James Horn
James Horn 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. James received his bachelor’s degree and is currently working on his MBA from Western Governors University. James’ prior professional experience […]
James Crossley, CPA – Capital Accounting & Tax
James Crossley is a Senior Tax Advisor with Capital Accounting & Tax. In this role, he prepares returns and leads staff with a goal of ensuring that high-quality tax services are provided to CIA clients and their families. James holds a Master Degree of Accounting, a CPA License, and is a member of the American […]