Jackson Dorris
Jackson Dorris is a Business Development Specialist for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he works directly with our business development team to help advisors and their clients identify investment strategies that work towards their needs and lifestyle. In addition, Jackson helps to pair new families looking to work with […]
Troy Tomczak, CIMA®
Troy Tomczak, CIMA® is a Business Development Associate for Capital Investment Advisors in our Atlanta office. He works directly with our advisors and their clients to identify investment strategies to fit client needs and lifestyles. In addition, Troy helps new families looking to meet with one of CIA’s advisors with the goal of finding the […]
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. […]
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, […]
Dan Abramowitz
Dan Abramowitz is a Director of Wealth Management and an Investment Advisor 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 and specialists such […]
Holly Wasson
As the Chief Marketing Officer for Capital Investment Advisors, 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 a wide-breadth of […]
Zipporah Haynes
Zipporah Haynes is a Marketing Associate for Capital Investment Advisors. She works with our team on daily administrative tasks and keeps organized records to ensure our Marketing department runs smoothly. Zippy grew up in Duluth and graduated from Kennesaw State University in 2022 with a BS in Media and Entertainment. During her time at Kennesaw, […]
Matt Clark, CFP®
Matt Clark, CFP® is a Business Development Manager for Capital Investment Advisors. He works directly with our advisors and their clients to identify investment strategies that fit their needs and lifestyle. In addition, Matt helps to pair new families looking to work with CIA with one of our advisors to assist the family on their […]
Chris Pataky
Chris Pataky is an Investment Advisor and Regional Business Development Manager with Capital Investment Advisors (CIA). Chris has over ten years of experience in the financial services industry. Prior to joining CIA, he worked for Charles Schwab & Co. in New York City and for Merrill Lynch in Denver. In each firm, Chris worked extensively […]
Marisa Harris-Phang
Marisa Harris-Phang is the Producer of Video and Audio Content for Capital Investment Advisors and Wela. She learned about cameras and got her start in production through interning at her local church for two years in high school. She has worked with Wela since 2016 helping launch a number of different web series and podcasts. She […]