Ricky Yang, CFP®, CHFC®, RICP®
Ricky Yang is an Investment Advisor for Capital Investment Advisors (CIA). He is passionate about helping people make confident financial decisions and use their wealth to support the life they want to live. He works closely with professionals, business owners, and retirees to create personalized financial plans that bring clarity to important decisions around retirement, […]
Allie Kirkegaard
Allie Kirkegaard is a Senior 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 […]
Brett Noggle, CFP®, CFA®
Brett Noggle is a Senior Investment Advisor and Atlanta Advisor Lead for Capital Investment Advisors (CIA). He has a passion for working with individuals to help them work toward 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 […]
Dan Abramowitz
Dan Abramowitz is Partner, Investment Advisor, and Tampa Office Lead for our Florida branch of Capital Investment Advisors. Dan has always had an affinity for finance and solving complex financial puzzles. As an Investment Advisor, he specializes in helping families work towards their financial goals and objectives through customized income planning. Prior to joining Capital, […]
Ryan Curwick, CFP®, CFA®
Ryan Curwick is a Senior Investment Advisor for Capital Investment Advisors in the Phoenix, Arizona office. In this role, he works with individuals, families, and business owners to deliver comprehensive wealth management solutions designed to support long-term financial confidence. Ryan’s approach is centered on building meaningful relationships and helping clients align their wealth with what […]
Courtney Cooper
Courtney Cooper is a Client Service Associate for Capital Investment Advisors (CIA). She works closely with our team in Dallas 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 a Senior 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, […]
Alexandra Flemings
Alex Flemings is a Client Service Associate in our Florida office. She works closely with Adria DeMeo, 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 now lives in […]
Camden Anderson
Camden Anderson is a Senior Investment Analyst at CIA, responsible for daily equity and fixed income research, investment strategy, portfolio construction, and firmwide trading oversight. Camden joined CIA in 2022 after graduating from the University of Tennessee’s Haslam College of Business with a BBA in Finance. Outside the office, he can be found on the […]
Mike Parsons, CFA®, CPWA®
Mike Parsons is the Family Office Advisor for Capital Investment Advisors (CIA). In this role, he works directly with Mitch Reiner, Wes Moss, Ansur Ahmed, and Remington Hasty to deliver our suite of high-touch, family office services for individuals and families. Mike delivers our Family Office value proposition by delivering a thoughtful approach to comprehensive […]