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…)
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…)
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…)
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.