Joe Trapani
Joe Trapani is the Chief Technology Officer for Capital Investment Advisors (CIA) in our Atlanta office. He is a technology leader who’s focused on building modern, AI-enabled platforms and supporting teams in developing high-impact solutions. His experience spans enterprise architecture, cloud transformation, data platforms, and generative AI. Prior to his current role, Joe has led […]
Chloe Glasgow
Chloe Glasgow is an Operations Associate for Capital Investment Advisors (CIA) in our Atlanta office. She works closely with the Operations team to help ensure that day-to-day processes run smoothly and support our families as they work toward a happy retirement. Chloe is originally from North Carolina but recently moved to East Atlanta. She graduated […]
Aaron Martinez
Aaron Martinez 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 support our families as they work toward happiness in retirement. Aaron is a graduate of the University of North Georgia and is currently […]
Madi Grosse
Madi Grosse is the Family Office Associate at Capital Investment Advisors (CIA). In this role, she works closely with our Family Office team to ensure that day-to-day processes run smoothly and support our families as they work toward a happy retirement. Madi graduated from the University of Georgia in 2023, where she earned a BBA […]
Naomi Hill
Naomi Hill is an Operations Assistant for Capital Investment Advisors (CIA) in our Atlanta office. She works closely with the Operations team to help ensure that day-to-day processes run smoothly and support our families as they work toward a happy retirement. Naomi recently graduated from the University of Georgia with a Master’s in Financial Planning […]
Erica Ruggiero, J.D.
Erica Ruggiero, J.D. is the Estate Planning Strategist for Capital Investment Advisors, based in our Atlanta office. In this role, she provides education and guidance on tax-efficient wealth and estate planning strategies. She is dedicated to working with our families’ advisors and personal attorneys to help develop thoughtful wealth transfer plans. Prior to joining Capital […]
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 […]
