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. He has been a part of the Capital Companies family for over 10 years most recently serving as COO […]
Andrew Barag, CFP®, CRPC®
Andrew Barag is a Senior Investment Advisor for Capital Investment Advisors (CIA) in our Atlanta office. He sits on the Investment Committee and works with clients to better understand their goals/needs 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 […]
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 […]
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 […]
James Lewis, CFP®, MBA
James Lewis is a CERTIFIED FINANCIAL PLANNER™ and a Senior Investment Advisor at Capital Investment Advisors. He serves on the firm’s Investment Committee and is a trusted resource for families seeking to make the most of their Social Security benefits—including lifetime, spousal, and survivor filing strategies. Before transitioning into financial planning, James built his foundation […]
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- […]
Curt Klein
Curt Klein is a Senior Advisor for Capital Investment Advisors (CIA), and was in fact the first financial advisor hired in 2001. Prior to joining CIA, he worked for Helton Asset Management, Henssler Asset Management and Advanced Financial Strategists, all Atlanta offices. Curt has been working in the fee-only financial planning arena for more than […]
Bryan Rea, CFP®
Bryan Rea, CFP® is a Partner and Senior Investment Advisor for Capital Investment Advisors (CIA). He joined team CIA in January of 2007. Prior to his arrival at Capital Investment Advisors, he worked at a regional investment firm where he was a financial advisor and managed an office in Savannah, Georgia. Bryan has always had […]
Ryan Ely
Ryan is a Senior Investment Advisor and Director of the Investment Committee for Capital Investment Advisors (CIA) in Atlanta. In addition to these roles, he also advises a group of high-net worth private clients. Ryan works closely with the firm’s Chief Investment Officer with regards to the ongoing research processes and technology on behalf of […]
