Amy Pelzek
Amy Pelzek 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. Originally from Woodstock, Georgia, Amy graduated with a degree in Early Childhood Education from Georgia […]
Isabella Bateman
Isabella Bateman is an Operations Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, 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 Greenville, SC, Isabella graduated with a BA degree in Philosophy […]
Shaun Mazumdar
Shaun Mazumdar is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he helps our advisors with a wide array of tasks, including investment management, financial planning, and client communication to help to deliver more value and strengthen the relationship we have with the families we serve. Before joining […]
Ariel Weiss
Ariel Weiss is the Chief of Staff for Capital Investment Advisors (CIA) in our Atlanta office. In this role, Ariel manages and directs programs, facilitating communication between departments, providing administrative and strategic support to the executive team, and managing the day-to-day activities of personnel. Ariel grew up in Atlanta, Georgia, and holds an English degree […]
Kayla Morris
Kayla Morris is a Compliance Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, Kayla supports our compliance efforts by assisting with administrative tasks, researching regulations, maintaining records, and preparing reports, ensuring we adhere to legal and regulatory requirements. Originally from Fort Oglethorpe, Kayla graduated with a degree in Early Childhood […]
Sarah King Parker
Sarah King Parker is the Director of Tax Services at Capital Investment Advisors (CIA). She leads the firm’s tax practice strategy and delivery, ensuring that every family under the CIA umbrella has access to comprehensive tax services. Originally from Griffin, GA, Sarah earned her degree in exercise science from the University of North Georgia. Before […]
Helen Halloran
Helen Halloran is the Compliance Director for Capital Investment Advisors (CIA) in our Atlanta office. Helen was born and raised in Atlanta, Georgia, and graduated with a Bachelor of Science degree from the University of Georgia. Helen has two decades of experience in the financial services industry and most recently worked as a Compliance Manager […]
Alyse Athans
Alyse Athans is the Director of Family Experience for Capital Investment Advisors (CIA) in our Denver location. In this role, she works to advance CIA’s ongoing efforts to put happiness at the center of every client interaction. With over a decade of financial services experience at Charles Schwab and Goldman Sachs, Alyse brings deep expertise […]
Chase Strait
Chase Strait is an Investment Associate 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. Originally from Lake Mary, Florida, Chase graduated with a degree in Economics from Saint Leo University in Dade City, Florida, […]
Joseph McDonald
Joseph McDonald is an Investment Advisor for Capital Investment Advisors (CIA) in our Dallas location. He is passionate about helping families prepare and transition into retirement, ultimately working towards the goal of becoming a happy retiree. Originally from Stone Mountain, Georgia, Joseph graduated with a Bachelor of Business Administration in Business from Abilene Christian University. […]