Capstone Financial

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Capstone Financial Employees

Employee
Years
Job
Industry
Simon Payne Simon Payne Greater Atlanta Area Details
Simon Payne's Capstone Financial Experience February 2011 - July 2014
Job Insurance Broker
Industry Financial Services
Experience
NoExam.com   July 2014 - Present
Capstone Financial   February 2011 - July 2014

Skills
Long Term Care Insurance, Retirement, Insurance, Retirement Planning, Disability Insurance, Fixed Annuities, Life Insurance, Long-term Care, Finance, Mutual Funds, Employee Benefits, 401k, Financial Services, Whole Life, Series 63, Customer Service

Education
Georgia Southern University   2006 — 2010
BBA, Finance

Northview   2002 — 2006

Andrew Wright Andrew Wright Alpharetta, Georgia Details
Andrew Wright's Capstone Financial Experience August 2014 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   August 2014 - Present
The Wellspring Group  May 2010 - July 2014
Phi Kappa Psi Fraternity  January 2011 - December 2012
Jones Bridge Animal Hospital   May 2005 - August 2009

Skills
Management, Compliance, Financial Analysis, Marketing, Insurance, Project Management, Public Speaking, Time Management, Recruiting, Strategy, Finance, Analysis

Education
Auburn University   2009 — 2013
Bachelor's degree, Entrepreneurial and Small Business Operations with Minors in Finance and Marketing

Chattahoochee High School   2006 — 2009

Erich Kobler Erich Kobler Atlanta, Georgia Details
Erich Kobler's Capstone Financial Experience January 2014 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   January 2014 - Present

Skills
Financial Services, Retirement, Finance, Leadership, Customer Service, Marketing, Analysis, Microsoft Excel, Marketing Strategy, Microsoft Office, Project Management

Education
Georgia State University
Bachelor of Science (B.S.), Finance

Georgia State University
Bachelor of Science (B.S.), Business/Managerial Economics

Natalie Jaroski Natalie Jaroski Dallas/Fort Worth Area Details
Natalie Jaroski's Capstone Financial Experience June 2007 - November 2011
Job Local Process Expert Pricing at Hilti
Industry Management Consulting
Experience
Hilti  August 2015 - Present
eCapital Advisors  January 2012 - August 2015
Capstone Financial   June 2007 - November 2011
The Laser Institute of Pinehurst   May 2011 - June 2011
Olivellas   July 2007 - November 2009
Oxford University  June 2009 - July 2009

Skills
Project Management, Management Consulting, Business Intelligence, Microsoft Excel, Data Analysis, Financial Reporting, Microsoft Office, Research, Business Analysis, Operations Research, Management, Program Management, Customer Satisfaction, Financial Analysis, Cognos, Process Improvement, Linear Programming, Inventory Management, Consulting, Strategy, Leadership, TM1, Integer Programming, SAP, Pricing

Education
Southern Methodist University   2010 — 2011
M.S., Systems Engineering

Southern Methodist University   2006 — 2011
B.S, Management Science Engineering, Minor Mathematics

Ryan Travitz Ryan Travitz Greater Atlanta Area Details
Ryan Travitz's Capstone Financial Experience June 2013 - September 2013
Job Financial Services Representative Intern at Capstone Financial
Industry Financial Services
Experience
Eagle Parking  2010 - Present
Capstone Financial   June 2013 - September 2013

Skills
Retirement, Financial Services, Employee Benefits, Finance, Access, Financial Analysis, Sales, Account Management, Mutual Funds, Strategic Financial..., Leadership

Education
Kennesaw State University   2009 — 2014
Bachelor's degree, Finance and Financial Management Services, Senior

Jacksonville State University   2007 — 2009

Kennesaw Mountain High School   2003 — 2007

Bill Frechtman Bill Frechtman Greater Atlanta Area Details
Bill Frechtman's Capstone Financial Experience January 2013 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   January 2013 - Present
Lee, Nolan & Koroghlian, LLC.   July 2007 - Present
self-employed  August 1994 - December 2006
Hanover Direct  1994 - 1994
Avon Products  1987 - 1989
Macy's New York  July 1981 - 1987

Education
Tufts University   1977 — 1981
BA, English

Byram Hills High School   1973 — 1977

Robert Morgenstern Robert Morgenstern Grand Rapids, Michigan Details
Robert Morgenstern's Capstone Financial Experience March 2008 - February 2009
Job Owner, Halcyon Financial Group
Industry Financial Services
Experience
Halcyon Financial Group   September 2012 - Present
MRK Asset Management   February 2009 - September 2012
MRK Asset Managment   February 2009 - August 2012
Capstone Financial   March 2008 - February 2009

Education
Grand Valley State University   2008 — 2009
Certified Financial Planning Program

Western Michigan University - Haworth College of Business   2001 — 2005
BBA, Business Management

Ronnie Womack Ronnie Womack Greater Atlanta Area Details
Ronnie Womack's Capstone Financial Experience January 2010 - December 2014
Job President at Highland Path Financial Group, LLC
Industry Financial Services
Experience
Highland Path Financial Group, LLC   December 2014 - Present
Capstone Financial   January 2010 - December 2014
JLC Southeast, LLC  December 2006 - December 2009
Post Properties  June 2004 - December 2006

Skills
Strategic Financial..., Retirement Planning, Retirement, Finance, Insurance, Financial Services, Securities, Analysis, Life Insurance, Asset Allocation, Financial Planning, Estate Planning

Education
Oglethorpe University   2006 — 2008
Business Administration, Economics

Georgia Perimeter College   2004 — 2006

Georgia Institute of Technology   1999 — 2004

David Delpiano David Delpiano Greater Atlanta Area Details
David Delpiano's Capstone Financial Experience August 2012 - February 2013
Job Global Account Executive at InterCall
Industry Telecommunications
Experience
InterCall  August 2014 - Present
STONE Resource Group  March 2013 - August 2014
Capstone Financial   August 2012 - February 2013

Skills
Professional Services, Sales, Management, IT Solutions, Telecommunications, Talent Management, Account Management, Solution Selling, Business Development, CRM, Direct Sales, Staffing Services, Leadership, Wireless, Marketing, Vendor Management, Sales Process, Team Leadership, SaaS, New Business Development

Education
Michigan State University

John Partalis John Partalis Greater Atlanta Area Details
John Partalis's Capstone Financial Experience April 2012 - July 2014
Job Communications Consultant at MDSI
Industry Telecommunications
Experience
MDSi, Inc.   March 2015 - Present
www.NoExam.com   July 2014 - March 2015
Capstone Financial   April 2012 - July 2014
Clear Channel Radio  July 2011 - February 2012
Office of Student Media, Georgia Southern University   June 2008 - May 2011

Skills
Retirement Planning, Insurance, Sales, Retirement, Disability Insurance, Long Term Care Insurance, Finance, Fixed Annuities, Data Analysis, Microsoft Excel, Microsoft Office, Strategic Financial..., Estate Planning, Leadership, Securities, Public Speaking, Life Insurance, Financial Services, Long-term Care

Education
Georgia Southern University   2009 — 2011
Masters Social Sciences, Sociology

George Walton High School   1999 — 2003
Sociology

Chuck McCray Chuck McCray Atlanta, Georgia Details
Chuck McCray's Capstone Financial Experience September 2011 - Present
Job General Agent at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   September 2011 - Present
MassMutual Financial Group  1985 - September 2011

Skills
Retirement, Management, Disability Insurance, Retirement Planning, Investments, Insurance, Life Insurance, Fixed Annuities, Wealth Management, Strategic Financial...

Education
Randolph-Macon College   1971 — 1975
Bachelor of Science (B.S.), Mathematics

Douglas Freeman High School   1969 — 1971

Joseph Chatman Joseph Chatman Houston, Texas Area Details
Joseph Chatman's Capstone Financial Experience April 2014 - Present
Job Systems Administrator at Capstone Financial
Industry Information Technology and Services
Experience
Capstone Financial   April 2014 - Present
Collabera  September 2013 - March 2014
Avanade  February 2013 - June 2013
Prosource IT   May 2011 - December 2012
Snelling Staffing Services  July 2010 - June 2011
Computer Merchant  May 2009 - July 2010
Perot Systems URS Washington Division   October 2007 - May 2009
ADIL Systems\ Harris County Sheriff's Department   June 2007 - October 2007
Motorola Inc  July 2006 - May 2007
Baker \ Botts LLP  April 2006 - July 2006

Skills
Active Directory, Windows Server, Servers, Windows 7, Networking, VPN, Network Administration, Troubleshooting, Software Installation, Operating Systems, System Administration, System Deployment, Computer Hardware, Printers, Cisco Technologies, Laptops, Information Technology, Software Documentation, VoIP, Wireless Networking, Hardware Installation, Network Hardware, Hardware Diagnostics, Enterprise Software, Software Quality..., Telecommunications, Windows Services, Blackberry OS, iPhone, iPad, IT Operations, IT Service Management, IT Procurement

Education
University of Houston   1991 — 1993
Assoc, Computer Science LAN Mgmt

Jack Yates High School
HCC for Associates Degree; diploma, Computer Science

Nicholas Coso Nicholas Coso Greater Atlanta Area Details
Nicholas Coso's Capstone Financial Experience January 2012 - July 2013
Job Mathematics Teacher at Riverwood International Charter School
Industry Sports
Experience
Riverwood International Charter School  August 2013 - Present
Capstone Financial   January 2012 - July 2013
Olde Savannah Square Thunderbolts   May 2011 - July 2012
MetLife  2011 - 2012
Auto-Owners Insurance  2010 - 2010

Skills
Insurance, Marketing, Sales, Customer Service, Microsoft Word, Recruiting, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Outlook, Lighting Design, Set Design, Swimming, Coaching, Swim Lessons

Education
Florida Southern College   2007 — 2011
Bachelors of Arts, Theatre

North Gwinnett High School   2003 — 2007

Ryan Weathington Ryan Weathington Atlanta, Georgia Details
Ryan Weathington's Capstone Financial Experience July 2011 - Present
Job Financial Services Professional at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   July 2011 - Present
The Weathington Firm, P.C.   May 2007 - August 2011
Buckhead Life Restaurant Group  March 2008 - December 2009

Skills
Disability Insurance, Leadership, Retirement, Finance, Access, Customer Service, Microsoft Office, Salesforce.com, Retirement Planning, Portfolio Management, New Business Development, Asset Management, Corporate Finance, Microsoft Excel, Account Management, Business Development, Asset Managment, Marketing, Sales Management, Accounting, Financial Reporting, Management, Investments, Fundraising

Education
Georgia Southern University   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

University of Mississippi   2003 — 2006
Business Adminstration, Business

Northview High School

Steve Philpott Steve Philpott Greater Atlanta Area Details
Steve Philpott's Capstone Financial Experience December 2010 - November 2014
Job Managing Director / Investment Advisor Representative
Industry Financial Services
Experience
Kenwick Advisors   November 2014 - Present
Capstone Financial   December 2010 - November 2014
Wilberforce Capital Advisors, LLC   August 2009 - December 2010
GE Commercial Finance  2005 - 2009
Wachovia Bank, NA  2002 - 2005
Wachovia Securities, Inc.   1999 - 2002
First Union Capital Markets Corp.   1994 - 1999
First Union Commercial Corporation   1984 - 1994

Education
University of North Carolina at Charlotte - Belk College of Business   1977 — 1981
BA, Business Administration

James Brewster James Brewster Greater Atlanta Area Details
James Brewster's Capstone Financial Experience 2011 - 2014
Job Director at Notre Dame Academy Duluth, GA A Marist and IB World School
Industry Financial Services
Experience
Notre Dame Academy - Duluth, GA - A Marist and IB World School   April 2015 - Present
Boy Scouts of America  2004 - Present
Capstone Financial   2011 - 2014
Marist School  2008 - 2011
Ameriprise Financial  2005 - 2007
American Express  1989 - 2005

Skills
Strategic Planning, Leadership, Leadership Development, Finance, Budgets, Program Management, Strategic Financial..., Fundraising, Cross-functional Team..., Business Planning, Financial Analysis, Nonprofits, Volunteer Management, Non-profits, Marketing, Public Speaking, Microsoft Office, PowerPoint, Social Media, Management, Strategy, Financial Planning, Community Outreach, Event Planning, Staff Development

Education
Auburn University   1980 — 1985
BS, Accounting

Sarah Ellis Sarah Ellis Greater Atlanta Area Details
Sarah Ellis's Capstone Financial Experience April 2013 - November 2014
Job Marketing Director at The Johnson Financial Group, an Agency of OneAmerica
Industry Financial Services
Experience
The Johnson Financial Group, an Agency of OneAmerica   March 2015 - Present
WealthMD   December 2014 - March 2015
Capstone Financial   April 2013 - November 2014
Cirrus Medical Staffing  April 2011 - September 2012
Cirrus Medical Staffing  October 2010 - March 2011
Cirrus Medical Staffing  November 2009 - October 2010

Skills
Healthcare Staffing, Nurses, Hospitals, Healthcare, Marketing Communications, Internal Communications, Technical Writing, Newsletter Production, Document Preparation, Building Relationships, Social Media Marketing, Lead Generation, AIRS trained, New Business Development, Content Writing, Corporate Branding, Nursing Homes, Product Marketing, Applicant Tracking..., Temporary Placement, Account Management, Nursing, Staffing Services, Recruiting, Home Care, Customer Service, Financial Analysis, Financial Services, Data Analysis, Data Entry, Variable Annuities, Office Administration, Temporary Staffing, Marketing, Contract Recruitment, Permanent Placement, Email Marketing

Education
Auburn University   2004 — 2009
Communication, Journalism, Marketing, Mass Media

HOOCH!

Preston Hendrickson Preston Hendrickson Greater Atlanta Area Details
Preston Hendrickson's Capstone Financial Experience October 2014 - Present
Job Director of Business Operations, Marketing, and Communications at Capstone Financial, LLC
Industry Financial Services
Experience
Capstone Financial   October 2014 - Present
Capstone Financial   January 2012 - October 2014
Capstone Financial   January 2011 - January 2012
Zirkle and Hoffman, LLP   July 2010 - December 2010
Capstone Financial Partners  January 2010 - July 2010
Zirkle and Hoffman, LLP   May 2009 - December 2009
EDAW, Inc  July 2007 - May 2009
Reece, Hoopes, & Fincher   May 2005 - July 2007
Niles Bolton Associates  May 2004 - August 2004

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Adobe Creative Suite, Outlook, Microsoft Word, InDesign, Sustainability, AutoCAD, Photoshop, Marketing, Event Planning, SketchUp, Public Speaking, Submittals, Urban Planning, Illustrator, Social Media, Research, Project Management, Advertising, Social Media Marketing, Sales, Salesforce Training

Education
The University of Georgia   1999 — 2005
Bachelor of Landscape Architecture, Landscape Architecture

The Lovett School   1992 — 1999

Terrance Birdette Terrance Birdette Harrogate, Tennessee Details
Terrance Birdette's Capstone Financial Experience July 2014 - September 2014
Job Graduate Assistant Coach
Industry Sports
Experience
Capstone Financial   July 2014 - September 2014
The Aspire Group Inc  April 2013 - April 2014
Life University  October 2011 - February 2013
Student Athlete Advisory Council  September 2010 - May 2011
Coaching Health and Mentoring Positive Students   January 2009 - January 2011
Exercise Science Practicum   June 2009 - August 2009
Banana Republic  June 2008 - August 2008
Dr Jama Long Family Dentistry   June 2004 - August 2007
Suwanee Stars   1997 - 2000

Skills
PowerPoint, Microsoft Excel, Facebook, Computer Maintenance, Holistic Health, Sports Enthusiast, Sales, Public Speaking, Customer Service, Customer Satisfaction, Community Outreach, Event Planning, Sports, Social Media, Time Management

Education
Life University   2011 — 2012
Chiropractic

Elon University   2007 — 2011
Bachelor's of Science, Exercise Science

Janice Barrett Janice Barrett Renton, Washington Details
Janice Barrett's Capstone Financial Experience October 2012 - October 2013
Job GP Application Consultant at The Resource Group
Industry Computer Software
Experience
The Resource Group  September 2015 - Present
Capstone Financial   October 2012 - October 2013
Archisha Holdings, Inc   June 2009 - January 2013
Elliott Wave International  December 1992 - May 2009
Socionomics Institute   2003 - April 2009
Socionomics Foundation   2003 - April 2009

Skills
Financial Analysis, Microsoft Dynamics, Analysis, Project Management, Management, Financial Services, Microsoft Excel, Strategic Planning, Inventory Management, Coaching, Business Development, Finance, Insurance, Microsoft Office, Microsoft Word, Vendor Management, Visual Basic, Customer Service, Public Speaking, Leadership

Education
Gainesville State College   1996 — 1999

Angelia College

Human Resources - SHRM
Business Administration

Jack Lansky Jack Lansky Greater Atlanta Area Details
Jack Lansky's Capstone Financial Experience September 2013 - March 2014
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
OnlineChessLessons.NET   January 2013 - Present
Capstone Financial   September 2013 - March 2014
Smoothie King  August 2005 - August 2013
Self-Employed Promotions and Concert Booking   January 2008 - June 2012
New Earth Music Hall  August 2009 - May 2010
Shimon Presents  January 2008 - December 2008
Vector Marketing  April 2007 - September 2007

Skills
Social Media Marketing, Event Management, Event Planning, Facebook, Social Networking, Microsoft Office, Sales, B2C marketing, Client Rapport, Maintaining Strong..., Lead Generation, Promotions, Marketing, Food Service Operations, Music Industry, Entrepreneurship, Communication Skills, Leadership, Team Building, Close Attention to..., Customer Satisfaction, Public Relations

Education
University of Georgia - Terry College of Business   2007 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General

North Springs High School   2003 — 2007
High School Diploma, General Studies

Erin Scruggs Erin Scruggs Atlanta, Georgia Details
Erin Scruggs's Capstone Financial Experience July 2012 - November 2012
Job Marketing Coordinator at Winter Construction
Industry Marketing and Advertising
Experience
Winter Construction  July 2014 - Present
Winter Construction  January 2013 - July 2014
Capstone Financial   July 2012 - November 2012

Skills
Marketing, Social Media, Microsoft Office, Customer Service, Microsoft Excel, Leadership, PowerPoint, Social Media Marketing, Sales, Social Networking, Management, Marketing Strategy, Editing, Facebook, Event Planning, Photoshop, Customer Satisfaction, Product Marketing, Adobe Creative Suite, InDesign, German, OS X, Communication Skills, Illustrator, Marketing Communications, Microsoft Word, Corporate Communications, Time Management, Strategy, Analysis, Research, Writing

Education
University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.03

Durango High School   2004 — 2008
High School Diploma

Duluth High School   2005 — 2006

Morgan Marlin Morgan Marlin Greater Atlanta Area Details
Morgan Marlin's Capstone Financial Experience May 2011 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   May 2011 - Present
The Bowra Group   May 2010 - September 2010

Skills
Disability Insurance, Insurance, Securities, Retirement, Long Term Care Insurance, Small Business, Financial Services, Finance, Estate Planning, Life Insurance, Long-term Care, Wealth Accumulation, Strategic Financial..., Retirement Planning, Fixed Annuities, Portfolio Management

Education
Georgia Southern University   2007 — 2011
International Trade, International Studies

Mount Allison University   2008 — 2008
Bachelor of Commerce (BCom), Finance

Brian Bateman Brian Bateman Saint Simons Island, Georgia Details
Brian Bateman's Capstone Financial Experience March 2013 - March 2015
Job PGA Tour Radio Sirius/XM
Industry Entertainment
Experience
Sirius XM Radio Inc.  April 2014 - Present
Capstone Financial   March 2013 - March 2015
PGA TOUR  1996 - 2013

Skills
Insurance, Finance, Golf, Sports, Marketing, Employee Benefits, Access, Sales, Business, Time Management, Retirement Planning, Management, Investments, Leadership, Sports Marketing, Sponsorship

Education
Louisiana State University   1992 — 1996
Bachelor of Science (BS), Marketing

Doug Sterner Doug Sterner Greater Atlanta Area Details
Doug Sterner's Capstone Financial Experience December 2011 - January 2013
Job Retired from Financial Services
Industry Financial Services
Experience
ValuTeachers  May 2013 - January 2014
Capstone Financial   December 2011 - January 2013
VALIC Financial Advisors  1994 - 2011
Inner Harbour Hospital  1987 - 1994
Ridgeview Institute  1985 - 1986
Howard Community Hospital  1978 - 1984

Skills
Employee Benefits, Retirement, Retirement Planning, Series 6, 401k, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Investments, Insurance, Long Term Care Insurance, Retirement Plan..., Qualified Retirement..., Series 24, Series 7, Financial Services, IRAs, Series 63, Financial Advisory, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, Term Life Insurance, Uniform Combined State..., Fixed Annuities, Finance, Asset Allocation, Financial Planners, Small Business, Wealth, Financial Planning

Education
Central Michigan University   1990 — 1992
MSA, Administration with concentration in Health Services

Virginia Commonwealth University
MSW, Social Work; Concentration in Casework and Family Therapy

Moravian College
BA, Sociology

Valerie Cohn, CFP® Valerie Cohn, CFP® Greater Atlanta Area Details
Valerie Cohn, CFP®'s Capstone Financial Experience October 2002 - Present
Job Financial Planner at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   October 2002 - Present

Skills
Securities, Investment Advisory, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Life Insurance, Insurance, Employee Benefits, Fundraising, Non-profits, Public Speaking, Strategic Planning, Risk Management, Financial Analysis, Event Planning

Education
University of Georgia - Terry College of Business   2007 — 2008
Executive Program for Financial Planning Certification, Personal Financial Planning

Georgia State University - J. Mack Robinson College of Business   1998 — 2002
BBA, Double Major-Finance and Economics

Martin Keefe, J.D. Martin Keefe, J.D. Macon, Georgia Area Details
Martin Keefe, J.D.'s Capstone Financial Experience March 2014 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   March 2014 - Present
Transamerica Agency Network, Inc.   October 2012 - December 2013

Education
The University of Akron, School of Law   2004 — 2010
J.D., Law, Tax, Estate Planning

Miami University   1998 — 2002
Bachelor's Degree

Steve Jones II Steve Jones II Greater Atlanta Area Details
Steve Jones II's Capstone Financial Experience August 2010 - October 2012
Job Liberty Executive Management Advisors
Industry Management Consulting
Experience
Liberty Executive Management Advisors, LLC   October 2012 - Present
NAON Foundation   February 2011 - Present
Capstone Financial   August 2010 - October 2012
Edward Jones  December 2007 - August 2010
UPS  April 1998 - December 2007

Skills
Leadership, Management Consulting, Life Insurance, Strategic Planning, Human Resources, Fundraising, Transportation, Account Management, Sales, Budgets, Sales Management

Education
Georgia State University

John McCants John McCants Atlanta, Georgia Details
John McCants's Capstone Financial Experience 2015 - Present
Job Registered Financial Representative
Industry Financial Services
Experience
Capstone Financial   2015 - Present
HealthMarkets  2014 - Present
Principal Financial Group  September 2013 - 2015

Skills
Mutual Funds, IRA/Roth, 401k, 403b, 501c, Financial Needs Analysis, Estate Planning, Life Insurance, Informal Business..., Tax-Efficient Savings, Health Insurance, Annuity Sales, Group Benefit Plans, Buy/Sell Review, College Funding & 529, Supplemental Medical..., Executive Bonus, Social Security..., Pre/Post Retirement...

Education
The University of Georgia   2005 — 2010
BSA, Animal Science

Wando High School   2001 — 2005
High School

University of Cambridge   2004 — 2004
Biological Science

Samone Johnson Samone Johnson Sacramento, California Area Details
Samone Johnson's Capstone Financial Experience July 2013 - December 2014
Job Owner at The Perfect Balance
Industry Accounting
Experience
DIAMOND FINANCIAL SOLUTIONS   March 2015 - Present
The Perfect Balance   January 2015 - Present
Hangtown Bodyshop   July 2012 - Present
Capstone Financial   July 2013 - December 2014
Folsom Lake Ford  February 2009 - January 2013

Skills
Bookkeeping, Customer Service, Microsoft Word, Sales, Microsoft Office, Multi-line Phone, Accounting

Education
CSU Sacramento   2011 — 2013
Bachelor's degree, Accounting

San Diego State University-California State University   2009 — 2010
Accounting and Finance, 3.8

Caroline Vollertsen, CFP® Caroline Vollertsen, CFP® Greater Atlanta Area Details
Caroline Vollertsen, CFP®'s Capstone Financial Experience August 2012 - November 2014
Job Client Service Associate at GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors  November 2014 - Present
Capstone Financial   August 2012 - November 2014
Fiduciary Trust Company International  May 2006 - July 2007

Skills
Retirement, Disability Insurance, Insurance, Long Term Care Insurance, Investments, Finance, Fixed Annuities, Series 7, Securities, Retirement Planning, Wealth Management, Mutual Funds, Financial Services, Risk Management, Strategic Financial..., Life Insurance, Banking, Financial Risk, Estate Planning, Financial Analysis, Portfolio Management, 401k, Investment Advisory, Asset Allocation, Asset Management, Financial Advisory, Alternative Investments, Long-term Care, Employee Benefits, Underwriting, Small Business

Education
Boston University   2009 — 2011
Certificate in Financial Planning

Fordham University   2002 — 2006
International Political Economy

Portsmouth Abbey School   1999 — 2002

Woodward Academy   1990 — 1999

Greg Straka Greg Straka Greater Atlanta Area Details
Greg Straka's Capstone Financial Experience September 2011 - June 2014
Job
Industry Financial Services
Experience
Capstone Financial   September 2011 - June 2014
MassMutual Financial Group  September 2011 - June 2014
Capstone Financial Partners  April 2002 - August 2011
American Express Financial Advisors  May 1995 - April 2002

Skills
Organizational..., Recruiting, Business Coaching, Leadership Development, Personal Development, Sales Management, Change Management, New Business Development, Business Planning, Strategic Financial..., General Securities..., General Securities..., Licensed to Sell..., Training, Sales, Marketing

Education
The University of Georgia   1984 — 1989
A.B., History

Brookwood High School   1981 — 1984

South Gwinnett High School   1980 — 1981

David J. Melilli David J. Melilli Greater Philadelphia Area Details
David J. Melilli's Capstone Financial Experience February 2007 - Present
Job President Capstone Financial
Industry Financial Services
Experience
Capstone Financial   February 2007 - Present

Skills
Strategy, Small Business, Financial Services, Finance, Retirement Planning, Employee Benefits, Retirement, Management, Health Insurance, Series 7, Insurance, Wealth Management, Portfolio Management, Investments, FINRA, Coaching, Underwriting, Customer Service, Wealth, Financial Advisory, Mergers & Acquisitions, Financial Analysis, Retirement Plan..., 401k, Leadership, Marketing Strategy

Education
Drexel University - College of Business and Administration   2001 — 2004
Business, Finance, Business Entrepreneurship

Joseph Niehoff Joseph Niehoff Greater Atlanta Area Details
Joseph Niehoff's Capstone Financial Experience January 2010 - Present
Job Financial Services Representative & Sales Manager
Industry Financial Services
Experience
Capstone Financial   January 2010 - Present
Titans Sports Academy   January 2007 - August 2014

Skills
Retirement, Insurance, Employee Benefits, Financial Services, Retirement Planning, Wealth Management, Baseball, Public Speaking, Customer Service, Coaching, Leadership, Sales, Securities, Finance, Sports, Sports Management, Long Term Care Insurance, Disability Insurance, Social Media, Sports Marketing, Access, Analysis, Small Business, Fixed Annuities, Time Management, Estate Planning, Strategic Financial...

Education
Reinhardt College   2007 — 2010

Georgia State University   2007 — 2008

The University of North Dakota   2005 — 2007

Serita Berry Serita Berry Greater Atlanta Area Details
Serita Berry's Capstone Financial Experience 2012 - 2013
Job Team Lead Billing and Accounts Receivable at American CyberSystems
Industry Financial Services
Experience
Dancefx Inc   August 2014 - Present
American CyberSystems  April 2013 - Present
Capstone Financial   2012 - 2013
DoverStaffing, Inc   2010 - 2012
Georgia Force  2010 - 2012
Bank of America  2008 - 2011

Skills
Retirement, Employee Benefits, Retirement Planning, Strategic Financial..., Financial Analysis, Investments, Fixed Annuities, Insurance, Wealth Management, Mutual Funds, 401k, Series 63, Long-term Care, Finance, Life Insurance, Securities, Disability Insurance, Financial Services, Estate Planning, Risk Management, Small Business, Accounting, Series 7, Sales, Financial Planners, Series 6, IRAs, Leadership, Portfolio Management, Financial Planning

Education
Georgia State University - J. Mack Robinson College of Business   2005 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Georgia State University - J. Mack Robinson College of Business   2005 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Mount Zion high school   2001 — 2005

Ashley Durden Ashley Durden Atlanta, Georgia Details
Ashley Durden's Capstone Financial Experience September 2012 - Present
Job Office Administrator at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   September 2012 - Present

Skills
Outlook, Budgets

Education
Gulf Coast Community College   2005 — 2007
Associate's degree, Business Administration and Management, General

Greater Atlanta Christian School   1994 — 2005

Gareth Tapper Gareth Tapper New York, New York Details
Gareth Tapper's Capstone Financial Experience January 2009 - March 2013
Job Group Account Manager Asset Management at Institutional Investor
Industry Financial Services
Experience
Institutional Investor  January 2015 - Present
Euromoney Institutional Investor  March 2013 - Present
Capstone Financial   January 2009 - March 2013
Capstone Financial   April 2008 - January 2009

Education
University of Exeter   2003 — 2006
BA (Hons) Politics

Croesyceiliog School   1996 — 2003

Blake Waits Blake Waits Atlanta, Georgia Details
Blake Waits's Capstone Financial Experience January 2014 - July 2014
Job Personal Banker Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank  October 2014 - Present
Capstone Financial   January 2014 - July 2014
Raffine Galerie   February 2011 - November 2013
Schumacher Automotive Inc.   March 2010 - January 2011
Countryside automall   July 2009 - February 2010

Skills
Financial Accounting, Finance, Management Accounting, Financial Analysis, Financial Reporting, Financial Advisory, Financial Services, Insurance, Disability Insurance, Retirement, Long Term Care Insurance, Access, Sales, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Financial Planning, Management, Microsoft Word

Education
Georgia Southern University   2011 — 2013
Bachelor of Business Administration (BBA), Accounting

Georgia Southern University - College of Business Administration   2011 — 2013
Bachelor of Business Administration (BBA), Accounting

University of Tennessee-Knoxville

Travis Payne, CFP®, CLU Travis Payne, CFP®, CLU Atlanta, Georgia Details
Travis Payne, CFP®, CLU's Capstone Financial Experience April 2007 - Present
Job Financial Planner at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   April 2007 - Present
Ameriprise Financial Services, Inc.   December 2005 - April 2006

Skills
Retirement Planning, Wealth Management, Estate Planning, Fixed Annuities, Retirement, Investment Advisory, Securities, Employee Benefits, Financial Advisory, Insurance, Life Insurance, Financial Services, 401k, Finance, Financial Planners, Series 7, Strategic Financial..., Mutual Funds, Series 63, Investments, Financial Planning

Education
University of Georgia - Terry College of Business

Brent Barrett Blair Brent Barrett Blair Greater Atlanta Area Details
Brent Barrett Blair's Capstone Financial Experience March 2010 - Present
Job Financial Advisor at WealthMD
Industry Financial Services
Experience
WealthMD   January 2014 - Present
Capstone Financial   March 2010 - Present
McKesson Employees' Federal Credit Union  November 2011 - May 2014
Edward Jones  2009 - 2010

Skills
Insurance, Finance, Employee Benefits, Business, Sales, Marketing, Business Development, Public Speaking, Strategic Planning, New Business Development, Customer Service, Team Leadership, Risk Management, Microsoft Excel, PowerPoint, Budgets, Account Management, Microsoft Office, Social Media

Education
Mercer University   2000 — 2004
Bachelor's degree, Communication / Business

American Intercontinental University, London, United Kingdom   2002 — 2003
Communication, Business

Ryan Rouille Ryan Rouille Greater Atlanta Area Details
Ryan Rouille's Capstone Financial Experience November 2002 - Present
Job Financial Services Representative at Capstone Financial
Industry Financial Services
Experience
Capstone Financial   November 2002 - Present

Skills
Employee Benefits, Disability Insurance, Trust Services, Long Term Care, Retirement, Underwriting, Long-term Care, Small Business

Education
Georgia Southern University   1996 — 2001
Bachelor of Business Administration (BBA), College of Business Administration

Chris Vaccaro CLU, ChFC Chris Vaccaro CLU, ChFC Sacramento, California Area Details
Chris Vaccaro CLU, ChFC's Capstone Financial Experience November 2001 - Present
Job CEO, Capstone Financial Group
Industry Financial Services
Experience
Capstone Financial   November 2001 - Present

Skills
Strategic Financial..., Insurance, Employee Benefits, Fixed Annuities, Retirement, Series 7, Life Insurance, Disability Insurance, Investments, Budgets, Retirement Planning, Strategic Planning, Estate Planning, Mutual Funds, Long-term Care, 401k, Securities, Finance

Education
California State University-Sacramento   1984 — 1987
Bachelor of Arts (B.A.), Environmental Studies

James Conant James Conant Greater Atlanta Area Details
James Conant's Capstone Financial Experience December 2001 - Present
Job Sales Manager
Industry Financial Services
Experience
Capstone Financial   December 2001 - Present
Chiat/Day  1992 - 1992

Education
Michigan State University   1988 — 1992

H. Joshua Chaet H. Joshua Chaet Greater Chicago Area Details
H. Joshua Chaet's Capstone Financial Experience January 2008 - December 2010
Job American Financial Management, Inc.
Industry Financial Services
Experience
American Financial Management, Inc.   PartnerThe Chaet Firm LLCSeptember 2012 - July 2015
Capstone Financial   January 2008 - December 2010
Resurgence Financial, LLC  2003 - 2008

Skills
Mergers & Acquisitions, Portfolio Management, Strategic Planning, Litigation, Risk Management, Contract Negotiation, Financial Services, Marketing, Sales Management, Customer Service, Negotiation, Bankruptcy, Financial Analysis, Executive Management, Microsoft Office, Commercial Litigation, Team Building, Business Planning, Business Development, Credit, Leadership, Mergers, New Business Development, Business Strategy, Management

Education
The John Marshall Law School   1989 — 1991
Doctor of Law (JD)

Indiana University Bloomington   1983 — 1987
Bachelor of Science (BS), Political Science and Government

Shane Strickland Shane Strickland Athens, Georgia Area Details
Shane Strickland's Capstone Financial Experience September 2008 - Present
Job Financial Services Representative/Sales Manager
Industry Financial Services
Experience
Capstone Financial   September 2008 - Present

Skills
Investments, Financial Services, Finance, Insurance, Recruiting, Retirement Planning, Sales, Wealth Management, Strategic Financial..., Securities, Mutual Funds, Retirement, Financial Planning, Series 7, Investment Advisory, Leadership, Life Insurance, Series 63, Marketing, Customer Service

Education
The University of Georgia   1991 — 1995
History

Katie Booher Katie Booher Atlanta, Georgia Details
Katie Booher's Capstone Financial Experience March 2012 - May 2014
Job Buyer, Procurement
Industry Logistics and Supply Chain
Experience
ARCOP, Inc. (Arby's Supply Chain Cooperative)   June 2014 - Present
Capstone Financial   March 2012 - May 2014
Capstone Financial   January 2011 - March 2012
Pendergast & Jones, P.C.   August 2009 - January 2011

Education
University of Georgia - Terry College of Business   2004 — 2008
B.B.A, Finance

Andrew Brockington Andrew Brockington Atlanta, Georgia Details
Andrew Brockington's Capstone Financial Experience June 2012 - July 2013
Job Asst. Vice President Sports and Entertainment Specialty Group at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  June 2014 - Present
SunTrust Bank  July 2013 - June 2014
Capstone Financial   June 2012 - July 2013
New York Life  July 2008 - May 2012
CVS Pharmacy  January 2005 - December 2007

Skills
Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, IRAs, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Investments, Small Business, Long Term Care Insurance, Mutual Funds, Financial Services

Education
Wingate University   1999 — 2004
Bachelors, Economics/Finance

The American College
LUTCF

Blake Rusk Blake Rusk Houston, Texas Area Details
Blake Rusk's Capstone Financial Experience January 2012 - December 2012
Job Financial Advisor
Industry Financial Services
Experience
Wealth Management  January 2013 - Present
Capstone Financial   January 2012 - December 2012
Baylor University  August 2008 - December 2011
Wealth Managment   June 2011 - August 2011

Skills
Microsoft Word

Education
Baylor University - Hankamer School of Business   2008 — 2011
BBA of Finance, Finance

Round Rock High School   2004 — 2008

Celestine Burrell Celestine Burrell Atlanta, Georgia Details
Celestine Burrell's Capstone Financial Experience July 2012 - April 2013
Job Consumer Affairs Specialist
Industry Financial Services
Experience
Coca-Cola Refreshments  May 2013 - Present
Capstone Financial   July 2012 - April 2013

Skills
Risk Management, Microsoft Excel, Insurance, Fundraising, Long-term Care

Education
Spelman College   2001 — 2005
Bachelor of Arts (B.A.)

Hixson High School   1997 — 2001
College Prep

Clark Atlanta University

Morehouse College

Morehouse School of Medicine

J. Brandon Canterbury J. Brandon Canterbury Atlanta, Georgia Details
J. Brandon Canterbury's Capstone Financial Experience 2013 - January 2014
Job Dealer Account Analyst at Autotrader(Cox Automotive)
Industry Automotive
Experience
AutoTrader.com  July 2015 - Present
Fifth Third Bank  September 2014 - July 2015
Fifth Third Bank  June 2014 - September 2014
Capstone Financial   2013 - January 2014
Hagin & Olliff Oil Co.   July 2010 - December 2012

Skills
Strategic Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Financial Risk, Financial Advisory, Financial Accounting, Financial Analysis, Asset Allocation, Financial Services, Financial Statements, Estate Planning, College Education..., Long Term Care Insurance, Finance, Insurance, Access, Wealth Management, Investments

Education
Georgia Southern University - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services