Bill Skiles, CFP®
Bill Skiles is an Investment Advisor for Capital Investment Advisors (CIA) in our Colorado office. He is a CERTIFIED FINANCIAL PLANNER™ and is passionate about working with clients as they transition into retirement. Bill joined the military out of high school and spent 6 years in the Army Reserve. He graduated from the University of […]
Amy Anderson
Amy Anderson is an Operations Associate for Capital Investment Advisors (CIA). 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 hailing from England, Amy made her big move to the U.S. at just 12 years old. At the […]
Brenden Urban
Brenden Urban is a Senior 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 […]
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, MBA
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 from Western Governors University. His prior professional experience includes time with Fisher Investments, Merrill Lynch, and […]
James Crossley, CPA
James Crossley is the Tax Director 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. James holds a Master Degree of Accounting, a CPA License, and is a member of the American Institute […]
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 […]
