Megan O’Rourke
Megan O’Rourke is the People Operations Manager for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with the People Operations team to ensure processes are running smoothly and the culture of our company is withheld. Originally from Connecticut, Megan graduated with a Bachelor’s degree in Political Science and Women’s, […]
James Mack
James Mack is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. He views financial planning as just as much an art form as a science, taking a holistic approach to seeking to help clients find peace of mind surrounding their finances. Originally from Florida, James graduated from Florida State University, earning […]
Loughlin Mulloy
Loughlin Mulloy is a Client Service Associate 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. She began her career with Capital Investment Advisors in our Atlanta office, where she […]
Emily Sheehan
Emily Sheehan is an Operations Associate for Capital Investment Advisors (CIA) in our Atlanta 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. Emily is originally from Birmingham, Alabama, and studied Marketing and Public Relations at the University […]
Olivia Carufel
Olivia Carufel is an Operations Associate for Capital Investment Advisors (CIA) in our Tampa 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 Indianapolis, IN, Olivia graduated with a bachelor’s degree in Liberal Arts and a minor in […]
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 […]
