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 […]
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 Capital Investment Advisors (CIA) clients and their families. Roger grew up in Nashville, Tennessee, and graduated from the University of the South in […]
Mary Margaret Boyd
Mary Margaret is a Client Service Associate for Capital Investment Advisors (CIA). She works closely with the Operations team to help ensure that our day-to-day processes are running smoothly and helping our families work towards a happy retirement She graduated from the University of Georgia with a degree in Psychology. Prior to joining CIA she […]
Barron Barnes, CPA
Barron Barnes is a Senior Tax Advisor for Capital Accounting & Tax. In this role, he manages and assists in all aspects of the business and works directly with CIA advisors to help better serve our clients with accounting and tax advice. Barron holds a bachelor’s degree in accounting from the University of Alabama. He […]
Abbie Stapleton
Abbie Stapleton is a Client Service Associate at Capital Investment Advisors (CIA), where she supports the day-to-day operations of the team and works closely with her advisors to ensure their clients’ needs are met. Abbie joined the firm over four years ago and has become a key part of the client experience, bringing a mix […]
Teliqua Richards
Teliqua Richards is a People Ops Specialist at Capital Investment Advisors (CIA). In this role, she works closely with the people ops team to ensure processes are running smoothly and the culture of our company is withheld. Teliqua is from Staten Island and earned her BA in Legal Studies from the College of Staten Island. […]
Ben Ezrine, MBA, CFP®
Ben Ezrine, CFP® is an Investment Advisor for Capital Investment Advisors (CIA). As a CERTIFIED FINANCIAL PLANNER™, Ben helps clients ranging from young families to retirees create comprehensive plans encompassing their unique savings, investment, insurance, tax, and estate needs. Ben graduated with a B.A. in Corporate Communications from Elon University. He then completed his M.B.A […]
Ryan Doolittle
Ryan Doolittle is the host of the Happiest Retirees podcast, a writer/producer for the Retire Sooner and Money Matters teams, and a copywriter for Capital Investment Advisors. His foray into finance began in 2013 when Wes Moss was looking for someone to help him bottle his dynamic ideas about early retirement. Bounteous brainstorms, copious conversations, […]
Judi Borduin
Judi Borduin is an Office Administrator for Capital Accounting & Tax, LLC. Collaborating seamlessly with our expert tax preparers and valued clients, she offers invaluable assistance to streamline the intricate tax preparation and filing procedures. Judi proudly holds a degree in Business Administration, complemented by a minor in Human Resources, which she earned from the […]
Miller Majors, CPA, CFP®
Miller Majors is an Investment Advisor at Capital Investment Advisors (CIA) in our Atlanta office. Miller is passionate about helping individuals work towards their retirement goals so they can lead a healthy, secure, and joyful life. Miller graduated from the Patterson School of Accountancy at the University of Mississippi, earning both a Bachelor and Masters […]
