Jay Gardner, CPA
Jay Gardner is an Investment Advisor for Capital Investment Advisors (CIA) in our Atlanta office. He is passionate about helping families work towards financial success through holistic financial planning, with a goal of finding happiness in retirement. Originally from Gainesville, Georgia, Jay graduated with a Bachelor’s degree in Management from Georgia Tech and later earned […]
Justyn Grady
Justyn Grady is an Investment Advisor for Capital Investment Advisors (CIA). His primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and risk management. Originally from Wilmington, North Carolina, Justyn graduated from North Carolina A&T State University with a degree in International Studies […]
Trevor Payne
Trevor Payne is an Investment Associate with Capital Investment Advisors in the firm’s Atlanta office. He supports advisors and families by providing financial planning analysis, supporting portfolio construction and ongoing research, and helping deliver clear, comprehensive plans aligned with each client’s long-term goals and lifestyle. Trevor graduated from the University of Georgia with a degree […]
Olivia Grecco
Olivia Grecco is an Investment Associate for Capital Investment Advisors (CIA) in our Denver office. She 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 Connecticut, Olivia graduated with a Bachelor’s degree in […]
Jennifer Gay
Jennifer Gay is the Family Office Client Service Manager for Capital Investment Advisors (CIA). A native Atlantan from Dunwoody, Jennifer graduated with a Business degree in Marketing and Finance from Florida State University. After completing her studies, Jennifer returned to Atlanta where she currently resides in Brookhaven. Prior to joining CIA, Jennifer worked at SignatureFD […]
Jayden Durrah
Jayden Durrah is an Investment Associate for Capital Investment Advisors (CIA) in our Phoenix office. 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 Duncan, South Carolina, Jayden graduated with a degree […]
Jackson Figiel
Jackson Figiel is an Investment Associate for Capital Investment Advisors (CIA). He is passionate about helping families work towards financial success through holistic financial planning, so they can find happiness in retirement! Originally from Warminster, Pennsylvania, Jackson graduated with a Bachelor’s degree in Finance from Auburn University and recently completed his Master of Science in […]
Pebbles Santana
Pebbles Santana is a Client Service Associate and Operational Lead for Capital Investment Advisors (CIA) in our Tampa office location. She works hand in hand with advisors to help ensure all client operational needs are met, and leads operations for the Tampa office. Pebbles studied at Wilbur Wright College in Chicago, IL, where she developed […]
Emily Raitano
Emily Raitano is a Tax Operations Manager for Capital Investment Advisors (CIA). Collaborating with the tax professionals at our partnering tax firm, Levy Tax & Consulting (LTC), our wealth management team, and our valued clients, she brings a depth of experience to the team and oversees workflows with LTC to support the intricate tax preparation […]
Alex Nuechterlein
Alex Nuechterlein is a Business Development Associate for Capital Investment Advisors (CIA) in our Denver 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, Alex helps to pair new families looking to work with […]