The Trusted Path

Our People

  • 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.


  • Edmund Perry

    Edmund P. Perry, J.D.

    Senior Counsel


    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…)

  • 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…)

  • Preston Sartelle

    Preston M. Sartelle, CFA

    Director, Business Development


    As a Director of Business Development for Capital Strategies, Preston specializes in working with Estate Planning clients. (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.