As Managing Principal of Capital Strategies, David directs the areas of Wealth Transfer and Executive Benefits for the firm. (more…)
Our core values aren’t made up for marketing. They represent who we are and what we aspire to be.
As Principal and Co-Founder of Capital Strategies, John specializes in serving both corporate and affluent individual clients. He has served with the firm for 25 years. (more…)
Oftentimes it is harder to do things with excellence, but we believe there is no other way.
Director of Client Services
As Director of Client Services for Capital Strategies, Michelle specializes in the design and administration of Deferred Compensation and Executive Benefits programs for the firm’s major clients. (more…)
We offer a unique service in a unique way.
As a member of the Capital Strategies Business Development team, James is leveraging the full array of the firm’s customized and proprietary life insurance offerings to provide tax-efficient investment and wealth transfer strategies to his clients. (more…)
There is no greater reward than knowing our efforts have positively influenced a family and their future generations.
Director, Business Development
As a Director of Business of Development for Capital Strategies, Richard specializes in initiating client relationships for the firm’s Estate Planning Division. (more…)
There is energy here. There is a confidence to make things happen for our clients.
Client Service Coordinator
As Client Service Coordinator for Capital Strategies, Alyson works closely with the Estate Planning team to handle all of our clients’ post-transaction needs, particularly servicing in-force accounts. (more…)
We are a value-added type of firm. In client service, we will always go the extra mile.
As Marketing Coordinator for Capital Strategies, Amanda coordinates the firm’s marketing, branding, and event planning efforts throughout the US. (more…)
Clearly our strength is our people. We are a team working to meet needs.
As a Business Development Manager for Capital Strategies, Rest brings years of experience dealing with high-net-worth individuals, family offices, and sophisticated investors.
I think we are determined to get to the right solution for our clients. I mean truly determined and committed.
Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC. Capital Strategies Group, Inc. is owned and operated independently
from FNBB Capital Markets, LLC. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Please go to http://brokercheck.finra.org/ for further details regarding BrokerCheck.