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, CFP®
Brenden Urban is an Investment Advisor 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 State […]
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, CFP®, CIMA® is a Business Development Manager for Capital Investment Advisors (CIA). He works directly with our advisors and their clients to identify investment strategies that fit their needs and lifestyle. In addition, Troy leads the educational programs at CIA ensuring our clients and our wider communities have access to accurate, up-to-date, unbiased […]
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 and West Coast Advisor Lead 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 […]
Tanner Sterk, CFP®
Tanner Sterk is an Investment Advisor 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 spent […]
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 […]
