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…)
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…)
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…)
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…)
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.
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…)
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.
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.