James Lewis, CFP®, MBA
James Lewis is a CERTIFIED FINANCIAL PLANNER™ and a Senior Investment Advisor at Capital Investment Advisors. He serves on the firm’s Investment Committee and is a trusted resource for families seeking to make the most of their Social Security benefits—including lifetime, spousal, and survivor filing strategies. Before transitioning into financial planning, James built his foundation […]
Jeff Keane
Jeff Keane is a Partner and the Director of Business Development for Capital Investment Advisors (CIA). He joined the team in 2014 as a seasoned professional in the investment industry. He kicked off his career in 2006 as Vice President Charitable Planning Consultant at Fidelity in Atlanta. After working with Fidelity he moved on to […]
Wes Moss, CFP®
Wes Moss is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER® and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible. He is a Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $9 billion in assets under management (as of […]
Mitch Reiner, CFP®, CIMA®
Mitch Reiner is a Managing Partner and an Investment Advisor with Capital Investment Advisors (CIA). He has been a proud member of the CIA team and family since 2005. He identifies three core pillars that define his time and life: family, business and community. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitch works with his clients […]
Matt Reiner, CFP®, CFA®
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix. As a Senior Investment Advisor, Matt seeks to help clients reach their investment goals pre-retirement and in retirement. Through a mix of income- […]
Curt Klein
Curt Klein is a Senior Investment Advisor for Capital Investment Advisors (CIA), and was in fact the first financial advisor hired in 2001. Prior to joining CIA, he worked for Helton Asset Management, Henssler Asset Management and Advanced Financial Strategists, all Atlanta offices. Curt has been working in the fee-only financial planning arena for more […]
Bryan Rea, CFP®
Bryan Rea, CFP® is a Partner and Senior Investment Advisor for Capital Investment Advisors (CIA). He joined team CIA in January of 2007. Prior to his arrival at Capital Investment Advisors, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has always had […]
Ryan Ely
Ryan is a Senior Investment Advisor and Director of the Investment Committee for Capital Investment Advisors (CIA) in Atlanta. In addition to these roles, he also advises a group of high-net worth private clients. Ryan works closely with the firm’s Chief Investment Officer with regards to the ongoing research processes and technology on behalf of […]
Connor Miller
Connor is a Partner and the Chief Investment Officer (CIO) at Capital Investment Advisors (CIA). Since joining the firm in 2015 immediately after earning his BBA in Finance from Kennesaw State University, Connor has played an integral role in shaping CIA’s investment philosophy and portfolio management strategy. As CIO, Connor leads the firm’s Investment Committee, […]
Bill Cibulas, CFP®, J.D.
Bill Cibulas is a senior investment advisor for Capital Investment Advisors (CIA) and a member of the CIA Investment Committee. As a CERTIFIED FINANCIAL PLANNER™, Bill provides individual portfolio management services and advises clients on a variety of other financial decisions. Prior to joining CIA he operated his own law firm and worked with a […]