Trevor Payne
Trevor Payne is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful, comprehensive plans. Originally from Augusta, Georgia, Trevor recently graduated from the University […]
Olivia Grecco
Olivia Grecco is an Investment Associate for Capital Investment Advisors (CIA) in our Denver office. She has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful comprehensive plans. Originally from Connecticut, Olivia graduated with a Bachelor’s degree in […]
Jayden Durrah
Jayden Durrah is an Investment Associate for Capital Investment Advisors (CIA) in our Phoenix office. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful comprehensive plans. Originally from Duncan, South Carolina, Jayden graduated with a degree […]
Jackson Figiel
Jackson Figiel is an Investment Associate for Capital Investment Advisors (CIA). He is passionate about helping families work towards financial success through holistic financial planning, so they can find happiness in retirement! Originally from Warminster, Pennsylvania, Jackson graduated with a Bachelor’s degree in Finance from Auburn University and recently completed his Master of Science in […]
Shaun Mazumdar
Shaun Mazumdar is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. In this role, he helps our advisors with a wide array of tasks, including investment management, financial planning, and client communication to help to deliver more value and strengthen the relationship we have with the families we serve. Shaun graduated […]
Chase Strait
Chase Strait is an Investment Associate for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. Originally from Lake Mary, Florida, Chase graduated with a degree in Economics from Saint Leo University in Dade City, Florida, […]
Clayton Carden
Clayton Carden is an Investment Associate for Capital Investment Advisors (CIA) in our Atlanta office. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. Originally from Birmingham, Alabama, Clayton graduated with a degree in finance from Auburn University. Later, Clayton made the move to […]
James Mack
James Mack is a Family Office Associate for Capital Investment Advisors (CIA) in our Atlanta office. He views financial planning as just as much an art form as a science, taking a holistic approach to seeking to help clients find peace of mind surrounding their finances. Originally from Florida, James graduated from Florida State University, […]
Brenden Urban
Brenden Urban is a Senior Investment Associate for Capital Investment Advisors. He has a passion for financial planning and working with clients to provide new solutions to help them work towards their retirement goals through the implementation of thoughtful comprehensive plans. Originally from Denver Colorado, Brenden graduated with a bachelor’s degree in Finance from Florida […]
James Horn
James Horn is a Transformation Analyst for Capital Investment Advisors (CIA) in our Tampa location. He is passionate about investment strategy, financial planning, and helping clients work toward their goals up to and through retirement. James received his bachelor’s degree from Western Governors University. His prior professional experience includes time with Fisher Investments, Merrill Lynch, and […]
