The Trusted Path

Our People

Preston Sartelle

Preston M. Sartelle, CFA

Director, Business Development


As a Director of Business Development for Capital Strategies, Preston specializes in working with Estate Planning clients.

He currently holds the Alabama Life and Health, as well as Series 7 and 66, Securities licenses. Additionally, Preston is a CFA charterholder.

Prior to coming to Capital Strategies, Preston worked with Taylor & Company, a management consulting and executive search firm in Atlanta. Preston also worked with the accounting and project administration groups of Asea, Brown, Boveri (ABB), an international power systems firm headquartered in Madrid, Spain.

The father of three children, Preston also plays tennis and golf and returns to Europe whenever he can.

Preston is a graduate of Washington & Lee University, where he earned a B.S. in Accounting and has served as Class Agent and President of the Birmingham alumni chapter.

Securities and Investment Advisory Services offered through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Adviser, Member FINRA and SIPC. Capital Strategies Group, Inc. is independently owned and operated.