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, […]
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, […]
Loughlin Mulloy
Loughlin Mulloy 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. Loughlin grew up in Cumming, Georgia, and graduated with a bachelor’s degree in Marketing from […]
Megan Pelts
Megan Pelts is a Tax Manager for Capital’s Accounting & Tax division. Originally from Atlanta, Georgia, Megan pursued her Bachelor’s degree in Accounting at the University of Central Florida in Orlando and then returned to Atlanta to earn her Master’s of Taxation at Georgia State University. Over the past six years, Megan has built a […]
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 […]
