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 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 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.