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 60 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.
Executive Team
Keith Goddard, CFA
Chief Executive Officer & Chief Investment Officer
Andy Brown
President
Jamie Wilson
Chief Operating Officer & Chief Compliance Officer
Jessie Montgomery
Chief Financial Officer
Investment Management
Steven Soranno, CFA, CAIA
Mitch Kaczmarek, CFA
Scott Frantz, CFA
Brigette Parnell
Shawna Geiger
Melissa Paulsen
Daniel Schluter, CFA
Josh Barditch
William Lorton
Quentin Bair
Zachary Wilsie
Wealth Management
Jon Althage
Eric Cannon
Kelcy Flores, CFP®, CPWA®
Simon Beresford, CFP®
Danny La, CFP®
Brad Priest
Sean Hennessee, JD
David Bannon
Patrick Burdick
Aaron Day
George Haas, CFP®, CIMA®, ChFC®
Joe Hawes
Travis Hensley, CWS®
Thomas Liversage, CFP®
Jeremy Travis
Catherine Young
Michael Baer, CFP®
Grant Clary
Dan Dimitrijevic
Taylor Hardy, CFP®
Jason Percy, AAMS®
Harrison Randall
Jenny D’Ambrosio, CFP®, CPWA®
Kate Huigens
McKenzie Mills, CFP®, CIPM
Courtney Rueb, CPA
Hayden Siegfried, CFP®
Tarlac Williams
Conner Johnson
Client Service & Operations
Kasey Bray
Jonathan Elmore
Jennah Clark
Sarah Grage
Linda Younger
Katie Bleeker
Brandon Priest
Theresa Mckee
Nia Alexandria
Brandy Benedict
Jessica Pugh
Elena Aguirre
Stephanie Bible
Nina Knight
Tracy Mccabe
LexLey Wilson
Capital Advisors Is Here To Serve,
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