Meet Your Team
About
James Mack is an Investment 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, earning a bachelor’s degree in political science and a Masters in Business Administration. He also received a Master of Science in Financial Planning degree from Golden Gate University. Prior to joining CIA, James worked for a local financial planning firm that specializes in executive compensation. Before switching tracks into the world of financial planning, James worked in commercial risk brokerage.
Outside of the office, James commits most of his efforts to the Cystic Fibrosis Foundation (CFF), holding multiple committee positions for the CFF Georgia Chapter, the Atlanta Peachtree Society, and Tomorrow’s Leaders groups. James is also a member of the Financial Planning Association. In his free time, you can find him in the gym or on the road to wherever there is live music.
Start with a no-pressure conversation about your goals, your questions, and what a plan built around your family could look like.
Capital Investment Advisors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. For more information, including our Form ADV, please visit https://adviserinfo.sec.gov/firm/summary/158055.
A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.
