Professional. Proven. Principled.
Our Firm Is Proven
With over 40 years of experience, we bring expertise in generational
and family financial planning. We know what it means to sustain
and build long term client relationships.
Our Team Is Principled
We have over 62 team members servicing our clients and looking out
for their best financial interests. Our advisors are committed to you,
building your trust and ensuring you get the right strategy, plan,
portfolio and attention that serves you best.
Portfolio Management
Quentin Bair
Josh Barditch
Kasey Bray
Scott Frantz, CFA
Shawna Geiger
Keith Goddard, CFA
Mitch Kaczmarek, CFA
William Lorton
Brigette Parnell
Melissa Paulsen
Daniel Schluter, CFA
Steven Soranno, CFA, CAIA
Zachary Wilsie
Wealth Management
Jon Althage
Michael Baer, CFP®
David Bannon
Andy Brown
Patrick Burdick
Eric Cannon
Grant Clary
Jenny D’Ambrosio, CFP®, CPWA®
Aaron Day
Dan Dimitrijevic
Kelcy Flores, CFP®, CPWA®
George Haas, CFP®, CIMA®, ChFC®
Joe Hawes
Taylor Hardy, CFP®
Simon Beresford, CFP®
Sean Hennessee, JD
Kate Huigens
Conner Johnson
Danny La, CFP®
Thomas Liversage, CFP®
McKenzie Mills, CFP®, CIPM
Jason Percy, AAMS®
Jordan Peterson, CFF®
Brad Priest
Harrison Randall
Courtney Rueb, CPA
Hayden Siegfried, CFP®
Jeremy Travis
Tarlac Williams
Catherine Young
Client Service & Operations
Elena Aguirre
Nia Alexandria
Brandy Benedict
Stephanie Bible
Katie Bleeker
Jennah Clark
Heidi Collins
Jonathan Elmore
Sarah Grage
Nina Knight
Debra Konieczny, IACCP
Tracy Mccabe
Theresa Mckee
Jessie Montgomery
Brandon Priest
Jessica Pugh
Jamie Wilson
LexLey Wilson
Linda Younger
Capital Advisors Is Here To Serve,
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