The Trusted Path

Our People

  • David Byers

    David F. Byers Jr., J.D., LL.M.

    Managing Principal


    As Managing Principal of Capital Strategies, David directs the areas of Wealth Transfer and Executive Benefits for the firm. (more…)

  • John Carter

    John F. Carter



    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 30 years.  (more…)

  • Michelle Baker

    Michelle Baker

    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…)

  • Richard Douglas

    Richard Douglas IV

    Director, Business Development


    As a Director of Business Development for Capital Strategies, Richard specializes in initiating client relationships for the firm’s Estate Planning Division. (more…)

  • Alyson Haley 1

    Alyson M. Haley

    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…)

  • 2018.28.7R3.0067_2000px

    Harrison Jones

    Business Development


    As a member of the Capital Strategies Business Development team, Harrison specializes in initiating client relationships for the firm’s Estate Planning Division. (more…)

  • RitaWrightPicture_edit

    Rita Wright

    Director of Corporate Accounts

    As Director of Corporate Accounts for Capital Strategies, Rita has direct responsibility for the execution of the relationship between CSG and UBS as part of the GRIN partnership to provide insurance solutions to UHNW families. (more…)

  • Lucy McDowell

    Lucy McDowell, CEBS, GBA, CMS

    Office Manager


    As Office Manager for Capital Strategies, Lucy handles all bookkeeping, accounting, payroll, and human resources functions for the firm. She also assists with various operational projects. (more…)

  • 1715-D021

    Alexander W. Jones III, J.D.

    Business Development


    As a Business Development Manager for Capital Strategies, Alexander specializes in working with clients with significant estate planning needs. (more…)

  • 2018.28.7R3.0303_2000px

    Maggie O’Connor

    Special Accounts


    As the Special Accounts coordinator for Capital Strategies, Maggie enjoys investing in client relationships. She works to assure that Capital Strategies serves their clients with excellence and efficiency across the United States.


  • Sue

    Sue Poe

    Project Manager


    As Project Manager for Capital Strategies, Sue handles the implementation and ongoing management of the firm’s SmartOffice database.  She is also instrumental in facilitating significant new initiatives for the firm. (more…)

  • Danna Ray

    Danna M. Ray

    New Business Coordinator


    As New Business Coordinator for Capital Strategies, Danna works almost exclusively with our Estate Planning Division. (more…)

  • Will Walker

    William M. Walker, CPA

    Business Development


    As a Business Development Manager for Capital Strategies, Will specializes in working with the firm’s Estate Planning clients. (more…)

  • T Hudson Williams

    T. Hudson Williams J.D., LL.M.

    Tax Counsel


    As Tax Counsel for Capital Strategies, Hudson specializes in tax related issues regarding estate planning with sophisticated life insurance products for wealth transfer clients throughout the Southeast.

  • Will Worrell

    William A. Worrell, Jr.

    Senior Analyst


    As Senior Analyst for Capital Strategies, Will specializes in working with Wealth Transfer clients. His areas of expertise include product design/analysis and economic modeling, along with managing and maintaining client relationships at a highly personalized level. (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.