Ricky Yang, CFP®, CHFC®, RICP®
Ricky Yang is a Senior Investment Associate for Capital Investment Advisors (CIA). He is passionate about helping families work towards financial success through holistic financial planning, so they can find happiness in retirement! Ricky graduated from Terry College of Business at the University of Georgia earning a bachelor’s degree in economics and is a CERTIFIED […]
Allie Kirkegaard
Allie Kirkegaard is the 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. Allie is from Atlanta, GA. She graduated from The University of Tampa with honors, majoring in Philosophy and minoring […]
Thomas Collins, CFP®
Thomas Collins is an Investment Advisor for Capital Investment Advisors (CIA). He has a passion for investment management, financial planning, and working with clients to help them achieve their retirement goals through the implementation of thoughtful comprehensive plans. Thomas graduated from The University of Florida with a B.A. in Environmental Science and an M.S. in […]
Brett Noggle, CFP®, CFA®
Brett Noggle is an Investment Advisor for Capital Investment Advisors (CIA). He has a passion for working with individuals to help them work towards their retirement goals. Brett graduated from the Fisher College of Business at The Ohio State University with a BS in Finance. Brett is also a CERTIFIED FINANCIAL PLANNER™ and a CFA […]
Dan Abramowitz
Dan Abramowitz is Partner, Investment Advisor, Director of Wealth Management, Florida, and Tampa Team Lead for our Florida branch of Capital Investment Advisors. Dan has always had an affinity for finance and solving complex financial puzzles. As a Director of Wealth Management, he focuses on creating and cultivating strategic partnerships with Fidelity and Schwab representatives […]
Holly Wasson
As the Chief Marketing Officer for Capital Investment Advisors (CIA), Holly leads our marketing team driving brand awareness through marketing and communications campaigns and engaging content to help prospective clients understand CIA’s mission and services. Holly is a marketing executive with over 25 years of experience developing successful strategic, multi-platform marketing and communication campaigns for […]
Ryan Curwick, CFP®, CFA®
Ryan Curwick is an Investment Advisor for Capital Investment Advisors (CIA) in the Phoenix, AZ office. In this role, he works to provide holistic financial planning solutions to individuals, families, and business owners. Ryan’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, […]
Courtney Cooper
Courtney Cooper is a Senior Operations Associate for Capital Investment Advisors (CIA). She works closely with our team in Denver to ensure our day-to-day processes are running smoothly and help our families work towards a happy retirement. Courtney studied psychology at Houston Community College before moving to Denver in 2015. She worked in the mortgage […]
Banner Clark, CFP®
Banner is an Investment Advisor at Capital Investment Advisors Tampa office. He holds his CERTIFIED FINANCIAL PLANNER ™ designation and works to provide holistic financial solutions for individuals, families, and business owners. Banner’s primary efforts are focused on building meaningful relationships and partnering with clients to develop customized solutions around retirement planning, income generation, and […]
Alexandra Flemings
Alex Flemings is a Client Service Associate in our Florida office. She works closely with Adria DeMeo, Kevin Rodgers, and Thomas Collins and their clients to ensure all client operational needs are met. Born and raised in Orlando, FL, Alex graduated with her bachelor’s degree in hospitality management from the University of Central Florida. She […]
