The Trusted Path

Our People

  • 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…)

  • Lucy McDowell

    Lucy McDowell, CEBS, GBA, CMS

    Office Manager


    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…)

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    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 Coordinator


    As Special Projects Coordinator for Capital Strategies, Sue handles the implementation and ongoing management of the firm’s SmartOffice database. (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…)

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.