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 Senior Counsel of Capital Strategies, Edmund brings 13 years of experience in senior legal and management positions at two NYSE-traded companies and, most recently, nine years leading a prominent risk-management and employee-benefits brokerage and consulting firm. (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.