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 25 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…)

  • james

    James Bruno

    Business Development



    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…)

  • Richard D

    Richard Douglas IV

    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…)

  • 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…)

  • Amanda (4)

    Amanda Healey

    Marketing Coordinator


    As Marketing Coordinator for Capital Strategies, Amanda coordinates the firm’s marketing, branding, and event planning efforts throughout the US. (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…)

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 for further details regarding this relationship. Please go to for further details regarding BrokerCheck.