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 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. […]
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 an 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 Wealth […]
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 […]