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 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…)
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 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.