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 Assistant 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 […]
Kayla Morris
Kayla Morris is a Compliance Assistant for Capital Investment Advisors (CIA) in our Atlanta office. In this role, Kayla supports our compliance efforts by assisting with administrative tasks, researching regulations, maintaining records, and preparing reports, ensuring we adhere to legal and regulatory requirements. Originally from Fort Oglethorpe, Kayla graduated with a degree in Early Childhood […]
Helen Halloran
Helen Halloran is the Compliance Director for Capital Investment Advisors (CIA) in our Atlanta office. Helen was born and raised in Atlanta, Georgia, and graduated with a Bachelor of Science degree from the University of Georgia. Helen has two decades of experience in the financial services industry and most recently worked as a Compliance Manager […]
Alyse Athans
Alyse Athans is the Director of Client Experience for Capital Investment Advisors (CIA) in our Denver location. In this role, she works to advance CIA’s ongoing efforts to put happiness at the center of every client interaction. With over a decade of financial services experience at Charles Schwab and Goldman Sachs, Alyse brings deep expertise […]
Megan O’Rourke
Megan O’Rourke is the People Operations Manager for Capital Investment Advisors (CIA) in our Atlanta office. In this role, she works closely with the People Operations team to ensure processes are running smoothly and the culture of our company is withheld. Originally from Connecticut, Megan graduated with a Bachelor’s degree in Political Science and Women’s, […]
