Contact Information

At Capstan Financial Consulting Group, our ultimate goal is the best future for you and your family. As an independent financial services firm, Capstan is free to focus on what really counts: enduring relationships and a commitment to creating value.  Putting clients' needs above all else, we provide exceptional service based on trust and knowledge, supported by one of the nation's largest investment firms Wells Fargo Advisors Financial Network.  We believe our clients deserve more than a generalists capabilities, so we custom built a team to address virtually every aspect of your financial life. By applying individual areas of experience to each client's strategy, we are able to create a comprehensive picture that reflects a true understanding of your needs. This group approach offers checks and balances, so all aspects of your portfolio are flexible and resilient, no matter the market conditions. With more than a decade spent working together, and over 200 years of combined financial services experience our group has loyalty rarely found in the ever-changing financial services industry, and we bring this long-term commitment and dedication to every client relationship.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC ("WFAFN"), member FINRA/SIPC, and a registered broker-dealer and non-bank affiliate Wells Fargo and Company. WFAFN uses the trade names Wells Fargo Advisors.

This information is intended for use only by residents of (AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, MA, MD, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, TX, VA, VT, WI).

Offering Advice Since

1995

Areas of Specialty

Retirement planning
Investment planning and asset management 
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations: CFP®, CIMA®, CLU®
Education:  Georgia Institute of Technology

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail feed on mutual funds or insurance policies

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Wells Fargo Advisors Financial Network

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