Sonia Velazco
Sonia Velazco is a Client Service Associate and Operations Lead for Capital Investment Advisors (CIA). She works closely with the entire Operations team to ensure that our day-to-day processes are running smoothly and help our families work towards a happy retirement. Sonia was born in Atlanta, GA. She attended Valdosta State University, where she graduated […]
Claudia Gacon
Claudia Gacon is a Client Service Associate for Capital Investment Advisors, where she works closely with Bryan Rea and Ricky Yang to support their clients. Since joining the CIA family in 2022, she has found genuine fulfillment in building meaningful relationships with the families she serves. Claudia is originally from Naples, FL, and graduated from […]
Hannah Kaplan
Hannah Kaplan is the Director of People Operations for Capital Investment Advisors (CIA). She oversees all aspects of the Team Member experience and partners with our leaders to align people and culture goals to Firm vision and strategy. Hannah attended the University of Georgia where she studied Journalism and Mass Communication. Prior to CIA, she […]
Remington Hasty
Remington Hasty is a Client Service Associate with Capital Investment Advisors. She works closely with Everett Wilkerson, Brenden Urban, and Andrew Barag and their clients to ensure all client operational needs are met. She’s always happy to answer questions from the families we serve. Remington graduated from Georgia State University in 2019 with a degree […]
Inessa Loyevska, CPA
Inessa Loyevska is a Controller for Capital Investment Advisors (CIA) in the Atlanta office. Her role is to oversee all the accounting operations of the Company and its subsidiaries, including financial reporting, cash and expense management, budgeting, payroll, etc. She ensures the accuracy and integrity of all financial operations. Inessa graduated from Georgia State University […]
Colin Schoeneman
Colin Schoeneman is the Director of Salesforce for Capital Investment Advisors. He optimizes Salesforce based on the needs of our business users and teams to help our families find happiness in retirement. In 2011, Colin earned a Bachelor of Science in Computational Media with a minor in Spanish, graduating with highest honors from Georgia Tech, […]
Cary Anne Greco
Cary Anne is a Client Service Associate for Capital Investment Advisors (CIA). She works hand in hand with advisors to ensure all client operational needs are met. In 2018, she graduated from Flagler College in St. Augustine, Florida with a degree in Business Administration. On her time off you can find her exploring the city […]
Betsy Carr
Betsy Carr is a Client Service Manager and Sr. Operations Lead at Capital Investment Advisors (CIA), where she supports both clients and the Operations Team. Since joining the Capital family in 2018, Betsy has focused on delivering a consistent, responsive client experience. She works closely with individuals and families to help ensure smooth onboarding and […]
Brynne Simms
Brynne Simms is a Client Service Manager (CSM) at Capital Investment Advisors (CIA) and has been a valued member of the team since graduating from the University of Georgia in 2013. With over a decade of experience in client service, she is committed to supporting her advisors and the families they serve by providing a […]
Chelsey Braswell
Chelsey Braswell serves as a Client Service Manager and the Second Home Operations Lead at Capital Investment Advisors. Since joining the firm in 2015 as an Operations Assistant, she has supported a wide range of teams and initiatives across the organization. Now based in Denver, CO, Chelsey works closely with Chris Pataky, Michael De La […]