Troy Tomczak, CIMA®
Troy Tomczak, CIMA® is a Business Development Associate for Capital Investment Advisors in our Atlanta office. He works directly with our advisors and their clients to identify investment strategies to fit client needs and lifestyles. In addition, Troy helps new families looking to meet with one of CIA’s advisors with the goal of finding the […]
Matthew Shambra
Matthew Shambra is an IT Support Specialist for Capital Investment Advisors. He is currently enrolled at Chattahoochee Tech, to advance his IT knowledge before transitioning to Kennesaw State University. With experience in Logistics and IT at Southeastern Freight Lines and BIOLYTE, he spearheaded crucial software and hardware integrations during BIOLYTE’s expansion from a small business. […]
Jonas Roos, CFP®
Jonas Roos is an Investment Advisor in our Dallas, Texas office location. He is a CERTIFIED FINANCIAL PLANNER™ and is passionate about helping families prepare and transition into retirement, ultimately working towards the goal of becoming a happy retiree. Jonas, originally from Stockholm, Sweden, moved to Dallas in 1999. After high school in Plano, he attended […]
Tanner Sterk
Tanner Sterk is an Investment Associate at Capital Investment Advisors (CIA) in the Denver, CO office. Tanner is passionate about helping families and young professionals define and work towards their goals while helping them build a plan that helps families feel confident about their future. Tanner joined the military out of high school and spent 6 […]
Roger Taylor, CPA, MSA – Capital Accounting & Tax
Roger Taylor is a Tax Manager for 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. Roger grew up in Nashville, Tennessee, and graduated from the University of the South in Sewanee. There, he […]
Mary Margaret Boyd
Mary Margaret is an Operations Associate for Capital Investment Advisors (CIA). She works closely with the Operations team to help ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement She graduated from the University of Georgia with a degree in Psychology. Prior to joining CIA she worked […]
Christal Ross
Christal is an Operations and Compliance Assistant for Capital Investment Advisors (CIA). She works closely with the operations team to help ensure that day to day operations run smoothly and effectively. She also helps the compliance team with regulatory compliance within the team. Christal is originally from Philadelphia, PA. In 2020, she graduated from Winthrop […]
Barron Barnes, CPA – Capital Accounting & Tax
Barron Barnes is a Senior Tax Advisor for Capital Accounting & Tax. In this role, he manages and assists in all aspects of the business and works directly with CIA advisors to help better serve our clients with accounting and tax advice. Barron holds a bachelor’s degree in accounting from the University of Alabama. He […]
Abbie Stapleton
Abbie Stapleton is a Compliance and Operations Associate for Capital Investment Advisors (CIA). Abbie helps with the day-to-day operations of the team and assists our Chief Compliance Officer with regulatory compliance within the organization. Abbie graduated from Kennesaw State University in 2016 with a degree in Sociology. Abbie is from Metro Atlanta and loves exploring […]
Teliqua Richards
Teliqua Richards is a People Ops Specialist at Capital Investment Advisors (CIA). In this role, she works closely with the people ops team to ensure processes are running smoothly and the culture of our company is withheld. Teliqua is from Staten Island and earned her BA in Legal Studies from the College of Staten Island. […]