Joe Trapani
Joe Trapani is the Chief Technology Officer for Capital Investment Advisors (CIA) in our Atlanta office. He is a technology leader who’s focused on building modern, AI-enabled platforms and supporting teams in developing high-impact solutions. His experience spans enterprise architecture, cloud transformation, data platforms, and generative AI. Prior to his current role, Joe has led […]
Aaron Martinez
Aaron Martinez is the Salesforce Administrator at Capital Investment Advisors (CIA), based in our Atlanta office. He helps build the technology our advisors rely on to support families as they work toward happiness in retirement. Aaron earned his undergraduate degree from the University of North Georgia and his MBA from the University of Georgia. Outside […]
Madi Grosse
Madi Grosse is the Family Office Associate at Capital Investment Advisors (CIA). In this role, she works closely with our Family Office team to ensure that day-to-day processes run smoothly and support our families as they work toward a happy retirement. Madi graduated from the University of Georgia in 2023, where she earned a BBA […]
Erica Ruggiero, J.D.
Erica Ruggiero, J.D. is the Estate Planning Strategist for Capital Investment Advisors, based in our Atlanta office. In this role, she provides education and guidance on tax-efficient wealth and estate planning strategies. She is dedicated to working with our families’ advisors and personal attorneys to help develop thoughtful wealth transfer plans. Prior to joining Capital […]
David Doverspike, J.D., LL.M.
David Doverspike serves as the Family Office Wealth Strategist for Capital Investment Advisors (CIA). He provides high-touch family office services to individuals and families through a principle-driven approach that helps them identify and achieve their generational, lifestyle, investment, tax, and charitable goals. Prior to joining CIA in 2026, David served as Vice President of Finance […]
Aura Shaffer
Aura Shaffer is a Team Lead for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she helps shape the strategic direction and long-term growth of her division, leading internal efforts that help advance investment integration and elevate the client experience. Aura graduated from Kennesaw State University with a bachelor’s degree in International […]
Brittany Baker
Brittany Baker serves as a Client Service Manager for Capital Investment Advisors (CIA) in our Atlanta office, where she’s a point of contact for client requests and plays a key role in welcoming new families through the onboarding process. With more than 10 years of experience in the financial services industry, Brittany brings both experience […]
Erin Kmetz
Erin Kmetz is an Operations Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she collaborates with the Operations team to support day-to-day processes and help ensure a smooth experience for the families we serve as they work toward a successful retirement. Originally from Louisville, Kentucky, Erin graduated from the University […]
Chase Turner
Chase Turner is an Investment Analyst for Capital Investment Advisors (CIA) in our Atlanta office. As an analyst, Chase supports the Investment Committee with daily responsibilities of equities analysis, reporting on macroeconomic events, and managing trading activity in client accounts. Originally born in Hawaii, Chase grew up in a military family and spent most of […]
Hailey Prochaska
Hailey Prochaska is an Operations Assistant for Capital Investment Advisors (CIA) in our Phoenix 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 Seattle, Washington, Hailey attended Washington State University with a focus in Business Management […]