Brenden Urban
Brenden Urban is an Investment Associate for Capital Investment Advisors. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful comprehensive plans. Originally from Denver Colorado, Brenden graduated with a bachelor’s degree in Finance from Florida State […]
Jackson Dorris
Jackson Dorris is a Business Development Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he works directly with our business development team to help advisors and their clients identify investment strategies that work towards their needs and lifestyle. In addition, Jackson helps to pair new families looking to work with […]
Hector Fuentes
Hector Fuentes is a Staff Accountant for Capital Investment Advisors (CIA), working alongside our Controller. In this role, he aids in overseeing the accounting operations of the company, which include financial reporting, budgeting and expense, and cash management. Hector, a Georgia native with parents from El Salvador, pursued his undergraduate degree in accounting and master’s […]
James Horn
James Horn is a Transformation Analyst 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. James received his bachelor’s degree and is currently working on his MBA from Western Governors University. James’ prior professional experience […]
James Crossley, CPA
James Crossley is a Senior Tax Advisor with 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. James holds a Master Degree of Accounting, a CPA License, and is a member of the American […]
Troy Tomczak, CIMA®, CFP®
Troy Tomczak, CIMA®, CFP® is the Corporate Development Manager for Capital Investment Advisors in our Atlanta office. In this role, he specializes in firm acquisitions. Troy has a Passion for identifying strategic growth opportunities, conducting due diligence, and negotiating deals that drive long-term value. He is committed to fostering strong partnerships and executing seamless integrations […]
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, CFP®
Tanner Sterk is a Sr. 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 […]
Roger Taylor, CPA, MSA
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 […]
