Aura Shaffer
Aura Shaffer is a Team Lead for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she helps shape the strategic direction and long-term growth of her division, leading internal efforts that help advance investment integration and elevate the client experience. Aura graduated from Kennesaw State University with a bachelor’s degree in International […]
Brittany Baker
Brittany Baker is a Client Service Manager for Capital Investment Advisors (CIA) in our Atlanta office. She serves as a first point of contact for client requests and supports the onboarding of new families. Brittany has more than 10 years of experience in the financial services industry and is passionate about helping others. Brittany married […]
Erin Kmetz
Erin Kmetz is an Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she collaborates with the Operations team to support day-to-day processes and help ensure a smooth experience for the families we serve as they work toward a successful retirement. Originally from Louisville, Kentucky, Erin graduated from the University […]
Hailey Prochaska
Hailey Prochaska is an Operations Associate for Capital Investment Advisors (CIA) in our Phoenix office. 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. Originally from Seattle, Washington, Hailey attended Washington State University with a focus in Business Management […]
Jennifer Gay
Jennifer Gay is a Client Service Manager for Capital Investment Advisors (CIA). A native Atlantan from Dunwoody, Jennifer graduated with a Business degree in Marketing and Finance from Florida State University. After completing her studies, Jennifer returned to Atlanta where she currently resides in Brookhaven. Prior to joining CIA, Jennifer worked at SignatureFD as a […]
Nick Watson
Nicholas Watson is the Salesforce Administrator for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he optimizes Salesforce based on the needs of our business users and teams to help our families find happiness in retirement. Originally from Jacksonville, Florida, Nick graduated from Georgia Tech with a degree in Materials Science and […]
Pebbles Santana
Pebbles Santana is a Client Service Associate for Capital Investment Advisors (CIA) in our Tampa office location. She works hand in hand with advisors to help ensure all client operational needs are met. Pebbles studied at Wilbur Wright College in Chicago, IL, where she developed a strong interest in client service and operations. Prior to […]
Amy Pelzek
Amy Pelzek is an Operations Associate for Capital Investment Advisors (CIA) in our Atlanta office. 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. Originally from Woodstock, Georgia, Amy graduated with a degree in Early Childhood Education from Georgia […]
Isabella Hall
Isabella Hall is an Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, 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. Originally from Greenville, SC, Isabella graduated with a BA degree in Philosophy […]
Ariel Weiss
Ariel Weiss is the Chief of Staff for Capital Investment Advisors (CIA) in our Atlanta office. In this role, Ariel manages and directs programs, facilitating communication between departments, providing administrative and strategic support to the executive team, and managing the day-to-day activities of personnel. Ariel grew up in Atlanta, Georgia, and holds an English degree […]
