Eddie Goepp, CFP®
Eddie Goepp, CFP® is a Senior Investment Advisor for Capital Investment Advisors (CIA) and also a member of CIA’s Investment Committee. He works directly with clients creating individualized portfolios that are tailored toward their specific needs. He has been a part of the Capital Companies family for almost 15 years. He has always been driven […]
Andrew Barag, CFP®, CRPC®
Andrew Barag is a Senior Investment Advisor for Capital Investment Advisors (CIA) in our Atlanta office. He sits on the Investment Committee and works with clients to better understand their goals/needs 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 […]
Betsy Carr
Betsy Carr is a Client Service Manager and Sr. Operations Lead at Capital Investment Advisors (CIA), where she supports both clients and the Operations Team. Since joining the Capital family in 2018, Betsy has focused on delivering a consistent, responsive client experience. She works closely with individuals and families to help ensure smooth onboarding and […]
Everett Wilkerson, CFP®
Everett Wilkerson, CFP®, is a Senior Investment Advisor for Capital Investment Advisors (CIA). He has over 25 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 […]
Brynne Simms
Brynne Simms is a Client Service Manager (CSM) at Capital Investment Advisors (CIA) and has been a valued member of the team since graduating from the University of Georgia in 2013. With over a decade of experience in client service, she is committed to supporting her advisors and the families they serve by providing a […]
Holly Evans Mallory, IACCP®
Holly Evans Mallory serves as Partner, Chief Compliance Officer (CCO), and Head of Operations for Capital Investment Advisors (CIA). As CCO, Holly is responsible for overseeing regulatory compliance within the organization. She leads the team’s efforts regarding general RIA compliance with all laws, rules and regulations, due diligence, strategic alignment, overseeing compliance strategy within our […]
Barbara Pinyan
Barbara Pinyan is the Client Coordinator for Capital Investment Advisors (CIA), and often the first voice people hear from our team. She has been with CIA since 2005, and prior to CIA, she spent 10 years with WSB-AM in a variety of roles including marketing. Barbara’s attention to detail can be seen throughout many of […]
Amanda Lewis
Amanda Lewis serves as Partner and Operations Director for Capital Investment Advisors (CIA). With over 20 years of wealth management experience focused on operations, her daily interactions with her team and our clients are deeply rooted in her positive work ethic. As Operations Director, Amanda is responsible for striving to ensure that every family we […]
Chelsey Braswell
Chelsey Braswell serves as a Client Service Manager and the Second Home Operations Lead at Capital Investment Advisors. Since joining the firm in 2015 as an Operations Assistant, she has supported a wide range of teams and initiatives across the organization. Now based in Denver, CO, Chelsey works closely with Chris Pataky, Michael De La […]
Elizabeth Kelly
Elizabeth Kelly is the Marketing Director for Capital Investment Advisors (CIA). She works on various marketing efforts and campaigns to help potential clients understand Capital’s mission and services. Elizabeth grew up in Sandy Springs and graduated from The University of Georgia in May 2016 with a degree in Communication Studies. She loves traveling as much […]