James Horn
James Horn is an Investment Advisor for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping families 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 a Tax Planning Strategist at Capital Investment Advisors. In this role, he works closely with our advisory team on tax planning and educational strategies designed to support CIA clients and their families. James holds a master’s degree in accounting, a CPA License, and is a member of the American Institute of Certified […]
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 CIA’s external education workshops which provide clients, prospects, and the wider community with accurate, timely, and objective financial […]
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 Dallas Office 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 high […]
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, CFP®, CPWA®
Ben Ezrine, CFP®, CPWA® is a Senior Investment Advisor for Capital Investment Advisors (CIA). As a CERTIFIED FINANCIAL PLANNER™ professional, Ben works with clients ranging from young families to retirees to develop comprehensive financial plans tailored to their individual goals, including savings, investment, insurance, tax, and estate considerations. Ben has also earned the Certified Private […]
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 the Client Care Coordinator for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with our Operations team to support our team and our clients. Judi holds a degree in Business Administration, complemented by a minor in Human Resources, which she earned from William Paterson University in […]
Miller Majors, CPA, CFP®
Miller Majors is an Investment Advisor and the Investment Associate Team Lead 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 […]