Chris Pataky
Chris Pataky is an Investment Advisor and Regional Business Development Manager with Capital Investment Advisors (CIA). Chris has over ten years of experience in the financial services industry. Prior to joining CIA, he worked for Charles Schwab & Co. in New York City and for Merrill Lynch in Denver. In each firm, Chris worked extensively […]
Michael De La Garza
Michael De La Garza is an investment advisor with Capital Investment Advisors (CIA). Michael started his career in the financial services in 2001, and prior to joining CIA, worked as a financial advisor at Merrill Lynch in Denver. Michael offers financial strategies for families, retirees, and business owners by focusing on their goals, objectives, and […]
Eddie Goepp, CFP®
Eddie Goepp, CFP® is a Senior Investment Advisor for Capital Investment Advisors (CIA) and also a member of CIA’s Investment Committee. He works directly with clients creating individualized portfolios that are tailored toward their specific needs. Eddie has been a part of the Capital Companies family for 7 years most recently serving as COO and […]
Andrew Barag, CFP®, CRPC®
Andrew Barag is a Senior Investment Advisor for Capital Investment Advisors (CIA). He works with clients and other advisors to better understand the needs of our retirees and to help create customized investment portfolios. Andrew graduated with a B.S. in Finance from Miami University of Ohio. He has also completed the Financial Planning Certification Program from […]
Everett Wilkerson, CFP®
Everett Wilkerson, CFP®, is a Senior Investment Advisor for Capital Investment Advisors (CIA). He has over 20 years of experience in financial services and investment advice. His previous responsibilities included working with hundreds of self-directed investors and managing a team of brokers/traders supporting the liquidation events for Executives of Fortune 100/500 companies. More recently he […]
Patrick Malloy, CFP®
Patrick Malloy is a Senior Investment Advisor and CERTIFIED FINANCIAL PLANNER™; for Capital Investment Advisors (CIA). He has been in the financial services profession for more than 15 years. Having spent a decade in the annuity industry, Pat is a good resource for clients who seek to understand many of the complicated features and benefits […]
James Lewis, CFP®, MBA
James Lewis is a CERTIFIED FINANCIAL PLANNER™ and a Senior Investment Advisor for Capital Investment Advisors (CIA). He is also a member of CIA’s Investment Committee and serves as the company’s go-to resource for many of Capital’s clients and users of the Social Security Optimizer helping families and individuals maximize their lifetime, spousal, and survivor […]
Wes Moss, CFP®
Wes Moss is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER™ and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible. He is a Managing Partner in Capital Investment Advisors (CIA), a fee-only investment firm with over $5 billion in assets under management (as of December […]
Mitch Reiner, CFP®, CIMA®
Mitch Reiner is a Managing Partner, and an Investment Advisor with Capital Investment Advisors (CIA). He has been a proud member of the CIA team and family since 2005. He identifies three core pillars that define his time and life: family, business and community. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitch works with his clients […]
Matt Reiner, CFP®, CFA
Matt Reiner is a Managing Partner for Capital Investment Advisors (CIA). Prior to joining CIA in 2009, he worked with Bank of America in Boston and also with Charles Schwab in Phoenix. As a Senior Investment Advisor, Matt seeks to help clients reach their investment goals pre-retirement and in retirement. Through a mix of income- […]