Jason Gove, CRPC®, CWS®
Jason is an Investment Advisor, Phoenix Team Lead, and West Coast Advisor Co-Lead for Capital Investment Advisors (CIA) in the Phoenix, AZ area. In this role, he works closely with his clients to provide customized investment portfolios and thoughtful financial planning. Jason has worked in the investment business for 19 years. Prior to joining CIA, […]
Jeff Lloyd
Jeff Lloyd is a licensed Investment Adviser Representative (Series 65) with Capital Investment Advisors (CIA), where he provides personalized investment management and financial planning services tailored to the unique needs of his clients. Jeff brings a thoughtful and analytical approach to wealth management, helping individuals and families develop long-term financial strategies designed to support their […]
Matt Lane – Wela Strategies
Matt Lane is an investment advisor for Wela Strategies, Capital Investment Advisors’ (CIA) sister company which leverages model portfolios, low-cost ETFs, and customized strategies. He is passionate about developing deep personal relationships with the families he serves, and ultimately delivering peace of mind to them. He accomplishes this in a variety of ways, including regular […]
Adria DeMeo, CRPC®
Adria DeMeo is an investment advisor with Capital Investment Advisors (CIA) who has over ten years of experience in the financial services industry. Prior to joining Capital, she worked for T. Rowe Price where she learned a diverse set of skills as a retail specialist, advisory counselor and financial consultant. After leaving T. Rowe Price, […]
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 […]
