Claudia Gacon is a Client Service Associate for Capital Investment Advisors. She works closely with our team to ensure our processes are running smoothly. Claudia is from Naples, FL, and graduated with a Theatre Performance degree in 2017 from the University of South Florida.
In her spare time she enjoys finding good food, reading, traveling, watching TV shows and movies, and working on puzzles.
Tiffany Philpot is the Growth Strategy Operations Lead for Capital
Mitch Rossi is a Business Development Associate for Capital Investment
Clara O’Neil is the Business Development Operations Assistant for Capital
Joe Trapani is the Chief Technology Officer for Capital Investment
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
