Courtney Cooper
Courtney Cooper is a Client Service 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, 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 […]
Camden Anderson
Cam Anderson is a Senior Investment Analyst for CIA. As an analyst, Cam supports the Investment Committee with daily responsibilities of equities analysis, reporting on macroeconomic events, and managing trading activity in client accounts. Cam graduated from The University of Tennessee in 2022 with a BBA in Finance and Analytics from The Haslam College of […]
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 […]
Kevin Rodgers, CFP®
Kevin Rodgers is an Investment Advisor & Tampa Advisor Lead for Capital Investment Advisors (CIA) in our Tampa, FL branch. He enjoys helping clients find their passion in retirement and works with them to create customized investment portfolios based on their specific needs, goals, and lifestyle. Kevin earned his BBA – finance degree from Henderson […]
Sonia Velazco
Sonia Velazco is a Client Service Associate for Capital Investment Advisors (CIA). She works closely with the entire Operations team to ensure that our day-to-day processes are running smoothly and help our families work towards a happy retirement. Sonia was born in Atlanta, GA. She attended Valdosta State University, where she graduated from the Langdale […]
Claudia Gacon
Claudia Gacon is a Client Service Associate for Capital Investment Advisors. She works closely with our team to ensure our processes are running smoothly. Claudia is from Naples, FL, and graduated with a Theatre Performance degree in 2017 from the University of South Florida. In her spare time she enjoys finding good food, reading, traveling, […]
Hannah Kaplan
Hannah Kaplan is the Director of People Operations for Capital Investment Advisors (CIA). She oversees all aspects of the Team Member experience and partners with our leaders to align people and culture goals to Firm vision and strategy. Hannah attended the University of Georgia where she studied Journalism and Mass Communication. Prior to CIA, she […]
Ansur Ahmed
Ansur Ahmed serves as a Private Investment Specialist at Capital Investment Advisors (CIA). In this role, Ansur helps advisors and their clients work towards their investment goals by utilizing private investments. Ansur also serves as a key team member within Capital Family Office, CIA’s Family Office division. Ansur concurrently works for Altera, Capital Investment Advisor’s affiliated private […]
