Capital Advisors' Team Directory

Portfolio Management Team
Keith Goddard, CFACEO & Chief Investment Officer
Steven Soranno, CFA, CAIADirector of Equity Research
Mitch Kaczmarek, CFADirector of Fixed Income Research
Monty ButtsSVP - Fixed Income Research
Scott Frantz, CFADirector of Asset Allocation
Shawna GeigerDirector of Trading
Brigette ZuhdiVP, Trader
Melissa PaulsenVP, Trader
Daniel SchluterPortfolio Analyst
NameTitle
Wealth Management Team
Andy BrownPresident
Jon AlthageDirector of Client Services
Eric CannonRegional Director
Kelcy Flores, CFP®Director of Financial Planning
Mark SymmSVP, Wealth Advisor
David BannonSVP, Wealth Advisor
Brad PriestSVP, Wealth Advisor
Catherine Glock, CDFA®SVP, Wealth Advisor
Joe HawesSVP, Wealth Advisor
Thomas Liversage, CFP®VP, Wealth Advisor
Jeremy TravisVP, Wealth Advisor
Simon Beresford, CFP®VP, Wealth Advisor
Danny La, CFP®VP, Wealth Advisor
Patrick BurdickVP, Wealth Advisor
Dave Cole, CPAWealth Advisor

Client Support Team

Jamie WilsonChief Operating Officer
Debra KoniecznyChief Compliance Officer
Jessie MontgomeryVP of Accounting
Kasey BraySr. Client Service Associate
Tracy McCabeClient Service Associate
Sarah GrageClient Service Associate
Jessica PughClient Service Associate
Theresa McKeeInternal Accountant
Stephanie BibleAccounting & Operations Associate