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 […]
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 […]
Mary Margaret Boyd
Mary Margaret is a Client Service Associate for Capital Investment Advisors (CIA) in our Dallas office. 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 degrees in Psychology and Applied […]
Abbie Elkourie
Abbie Elkourie 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 […]
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. In this role, she collaborates with our tax preparers and valued clients, she offers invaluable assistance to streamline the intricate tax preparation and filing procedures. Judi holds a degree in Business Administration, complemented by a minor in Human Resources, which she earned from […]
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 […]
