Capstone Financial Partners

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Capstone Financial Partners Employees

Employee
Years
Job
Industry
Ivy Jordan CLTC, MBA Ivy Jordan CLTC, MBA Cartersville, Georgia Details
Ivy Jordan CLTC, MBA's Capstone Financial Partners Experience 2004 - 2010
Job Certified LongTerm Care Advisor | Financial Consultant at Compass Financial Partners
Industry Financial Services
Experience
Compass Financial Partners - MyCompassFP   2010 - Present
Bartow County Bank Financial Services   2004 - 2010
Capstone Financial Partners   2004 - 2010

Education
Kennesaw State University - Michael J. Coles College of Business
Master of Business Administration (MBA)

Converse College
Bachelor of Science (BS), Finance, General

Converse College
Bachelor of Arts (BA), Accounting

Casey Willis Casey Willis Macon, Georgia Details
Casey Willis's Capstone Financial Partners Experience September 2007 - October 2010
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  September 2012 - Present
Partners Financial Group   July 2010 - September 2012
Capstone Financial Partners   September 2007 - October 2010
New York Life Insurance Company  July 2004 - August 2007
New York Life Insurance Company  May 2002 - July 2004
Spring Hlll Country Club   May 2001 - April 2002
Grand Cypress Resort  January 2000 - May 2001

Skills
Insurance, Estate Planning, College Recruiting, Financial Recruiting, Thought Leadership, Retirement, Employee Benefits, Health Insurance, Mutual Funds, IRAs, Disability Insurance, Fixed Annuities, Business Planning, Training, Life Insurance, Recruiting, Financial Advisory, 401k, Retirement Planning, Strategic Financial..., Wealth Management, Investments, Leadership, Financial Planning

Education
Valdosta State University   1995 — 1997
Bachelor of Arts (B.A.), History

Abraham Baldwin Agricultural College   1993 — 1995
Business Administration and Management, General

Shelley Eddy Shelley Eddy Raleigh, North Carolina Details
Shelley Eddy's Capstone Financial Partners Experience January 2004 - March 2010
Job External Wholesaler: Senior Regional Business Consultant NC (E), SC (NE), VA (SE)
Industry Financial Services
Experience
Curian Capital  March 2010 - Present
Curian Capital  2012 - 2013
Curian Capital  March 2010 - 2012
Capstone Financial Partners   January 2004 - March 2010

Skills
Series 7, Investments, Separately Managed..., Strategic Financial..., Mutual Funds, Retirement Planning, Asset Managment, Investment Advisory, Series 65, Variable Annuities, Insurance, Territory Development, Territory Management, Building Relationships, Contract Negotiation, Asset Management, Sales, Financial Analysis, Sales Force Development, Lead Generation, Uniform Combined State..., Asset Allocation, Securities, Wealth Management, Portfolio Management, Financial Advisory, Relationship Management, ETFs, Series 63

Education
The University of Georgia   1999 — 2003
Terry College of Business, Finance

Brett Feemster Brett Feemster Savannah, Georgia Area Details
Brett Feemster's Capstone Financial Partners Experience July 2007 - October 2010
Job Managing Principal, Multivista Southeast Georgia and Coastal South Carolina Market
Industry Construction
Experience
Multivista  October 2010 - Present
Capstone Financial Partners   July 2007 - October 2010
Bank Capital Group LLC   August 2006 - June 2007
Phenix Investment Associates   December 2005 - August 2006
GVA Advantis  May 2005 - December 2005

Skills
Negotiation, Sales Management, Sales Presentations, Sales Process, Construction, Tenant, Fashion Blogging, Sales, Contract Negotiation, Management, Selling, Budgets, Business Development, Contract Management, Finance, Insurance, Investment Properties, Investments, Leases, Residential Homes, Real Estate Development, Property Management, Marketing, Commercial Real Estate, Disposition

Education
University of Georgia - Terry College of Business   2001 — 2005
BBA, Real Estate

Cara Payne Cara Payne Atlanta, Georgia Details
Cara Payne's Capstone Financial Partners Experience January 2010 - October 2011
Job Owner | Operator at Cara Payne Creative
Industry Graphic Design
Experience
Cara Payne Creative   August 2013 - Present
DataComm Electronics   November 2011 - August 2013
Capstone Financial Partners   January 2010 - October 2011
University of South Carolina  2007 - 2009

Skills
Photoshop, InDesign, Graphic Design, Email Marketing, Marketing, Photography, Pre-Press Production, Package Design, Print Design, Adobe Creative Suite, Product Photography, Identity Design, Online Marketing, Illustrator, Web Design, Advertising, Direct Marketing, Social Media Marketing, Custom Invitations, Technical Writing, Technical Illustration, Brochures, Newsletters, Marketing Communications, Creative Direction, WordPress, Direct Mail, Mac, Adobe Acrobat, Logo Design, Corporate Branding

Education
University of South Carolina-Columbia   2005 — 2009
BA

Janet Neznek Janet Neznek Greater Chicago Area Details
Janet Neznek's Capstone Financial Partners Experience February 2005 - February 2008
Job Retired at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial  Retirement Education CounselorGreat West Retirement ServicesNovember 2011 - June 2013
MassMutual Financial Group  February 2010 - November 2011
MassMutual Financial Group  February 2008 - October 2009
Capstone Financial Partners   February 2005 - February 2008
MML Investors Services  1990 - 2005

Education
Central Michigan University
Bachelor of Education (B.Ed.), History

Judy McNeal Judy McNeal Santa Rosa Beach, Florida Details
Judy McNeal's Capstone Financial Partners Experience May 2009 - January 2011
Job
Industry Public Relations and Communications
Experience
Vroooom Web   May 2013 - October 2013
The Family Center  July 2011 - June 2013
Capstone Financial Partners   May 2009 - January 2011
Little Blessings Nurturing Center   January 2008 - December 2008
Merrill Lynch  2006 - 2008
Carmike Cinemas  2004 - 2006
WC Bradley  1990 - 1995

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Asset Allocation, Series 7, Financial Analysis, Estate Planning, Investments, Life Insurance, Insurance, Investment Management, Portfolio Management, Disability Insurance, Wealth Management..., Health Insurance, Investment Advisory, Financial Advisory, Mortgage Lending, Loans, Term Life Insurance, Employee Benefits, Alternative Investments, Risk Management, Small Business, Public Relations, Marketing Communications, Social Media Marketing, Corporate Communications, Media Relations, Corporate Branding, Corporate Finance, Investor Relations, Grants, Non-profit Leadership, Non-profit Volunteer, Marketing, Leadership, Management, Analysis, Social Networking, Event Planning, Fundraising, Business Development, Social Media, 401k, Fixed Annuities, SEO, Finance, Strategic Planning, Sales

Education
Columbus State University
Bachelor of Business Administration (B.B.A.)

The American College

Ross Hickman, CPA, CFE Ross Hickman, CPA, CFE Greater Atlanta Area Details
Ross Hickman, CPA, CFE's Capstone Financial Partners Experience September 2011 - December 2011
Job Senior Associate at GlassRatner Advisory & Capital Group
Industry Accounting
Experience
GlassRatner Advisory & Capital Group  April 2013 - Present
Georgia Department of Audits and Accounts  September 2012 - April 2013
Kennesaw State University  January 2012 - September 2012
Capstone Financial Partners   September 2011 - December 2011
Sigma Phi Epsilon  August 2010 - January 2011

Skills
Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Caseware, Forensic Accounting, GAAP

Education
Kennesaw State University   2011 — 2012
Masters, Accounting (Financial Reporting & Auditing Specialization)

Georgia Southern University   2007 — 2011
BBA, Accounting

Scott Levy Scott Levy Norcross, Georgia Details
Scott Levy's Capstone Financial Partners Experience September 1997 - August 2012
Job Partner at Prehmus Financial Partners
Industry Investment Management
Experience
The Strategic Financial Alliance  September 2012 - Present
Capstone Financial Partners   September 1997 - August 2012

Skills
Alternative Investments, Tax-advantaged..., Retirement Planning, Wealth Management, Strategic Financial..., Investments, Finance, Asset Management, Financial Services, Insurance, Estate Planning, Asset Allocation, IRAs, Small Business, Financial Advisory, Risk Management, Investment Advisory, 401k, Mutual Funds, Series 7

Education
Auburn University   1993 — 1997
Bachelor of Science (BS), Marketing

Oglethorpe University   1999 — 2001
Certified Financial Planner Program

John Natoli John Natoli Orange County, California Area Details
John Natoli's Capstone Financial Partners Experience January 2000 - August 2011
Job General Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  September 2011 - Present
Capstone Financial Partners   January 2000 - August 2011
The MONY Group  April 1998 - December 1999

Skills
Financial Advisor..., Management Development...

Education
Fairfield University   1987 — 1991
BS Accounting, Accounting

Our Lady of Lourdes   1983 — 1987

Hunter Davis Hunter Davis Reidsville, Georgia Details
Hunter Davis's Capstone Financial Partners Experience December 2010 - December 2012
Job Partner at Elite Insurance Group
Industry Insurance
Experience
Elite Insurance Group   August 2011 - Present
Capstone Financial Partners   December 2010 - December 2012
New York Life Insurance Company  August 2009 - October 2010
Planet Cycle, Inc.   June 2007 - August 2009
Georgia College & State University  2003 - 2005

Skills
Retirement Planning, Family Planning, Whole Life, Health Insurance, Retirement, Disability Insurance, Life Insurance, Long-term Care, Long Term Care Insurance, Fixed Annuities, Medicare, Insurance, Brokers, Employee Benefits

Education
Georgia College and State University   2003 — 2006
Accounting and Finance

Hans W Mathiak Hans W Mathiak Traverse City, Michigan Details
Hans W Mathiak's Capstone Financial Partners Experience July 2009 - August 2011
Job Vice President Investment Executive
Industry Financial Services
Experience
Fifth Third Securities  October 2012 - Present
Chase Investment Services Corp.  November 2011 - October 2012
Capstone Financial Partners   July 2009 - August 2011
MetLife  June 2003 - July 2009
AXA Advisors  June 2001 - June 2003

Education
The American College   2009 — 2011
CLF, Chartered Leadership Fellow

Macomb Community College   1999 — 2001
Associates, Vehicle Design

Preston Hendrickson Preston Hendrickson Greater Atlanta Area Details
Preston Hendrickson's Capstone Financial Partners Experience January 2010 - July 2010
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

Christopher Moulton Christopher Moulton Greater Atlanta Area Details
Christopher Moulton's Capstone Financial Partners Experience January 2008 - September 2009
Job Creator of Cranky's Mustard Garlic Vinaigrette
Industry Food & Beverages
Experience
Cranky's   November 2011 - Present
Capstone Financial Partners   January 2008 - September 2009
Harry Norman, Realtors  January 2003 - January 2008

Skills
New Business Development, Public Speaking, Business Development, Insurance, Marketing Strategy, Real Estate Transactions, Strategic Financial..., Negotiation

Education
Le Cordon Bleu College of Culinary Arts-Atlanta   2010 — 2011

University of Vermont   1992 — 1997

St. George's School   1989 — 1992

The Buckley School   1979 — 1989

Robert Corr Robert Corr Greater Atlanta Area Details
Robert Corr's Capstone Financial Partners Experience July 2011 - September 2011
Job Owner/Operator at CORRect Onsite Detail
Industry Automotive
Experience
CORRect Onsite Detail   January 2009 - Present
Capstone Financial Partners   July 2011 - September 2011

Education
ITT Tech   2007 — 2009
Computer Aided Drafting and Design

Georgia State University   2001 — 2003
BA Business, Marketing

North Georgia College and State University   1998 — 2001

West Hall High School

Steven Meredith, CPA Steven Meredith, CPA Tallahassee, Florida Details
Steven Meredith, CPA's Capstone Financial Partners Experience May 2010 - May 2012
Job Proprietary Trader at Bright Trading, LLC
Industry Investment Management
Experience
Bright Trading, LLC  January 2014 - Present
Capstone Financial Partners   May 2010 - May 2012
New York Life Insurance Company  September 2007 - May 2010
Greater Tallahassee Chamber of Commerce  2009 - 2010
Greater Tallahassee Chamber of Commerce  2008 - 2009
Florida Department of Juvenile Justice  July 1999 - August 2006
Cargill  1989 - 1993

Skills
Insurance, Small Business, Finance, Wealth, Wealth Accumulation, Auditing, Securities, Financial Goals, Retirement Planning, Risk Assessment, Personal Finance, CPA

Education
Florida Agricultural and Mechanical University   1984 — 1989
B.S., Accounting

Bryan Franklin Bryan Franklin Greater Atlanta Area Details
Bryan Franklin's Capstone Financial Partners Experience September 2011 - January 2012
Job Financial Representative at Peachtree Planning Corporation
Industry Financial Services
Experience
Peachtree Planning Corporation  October 2011 - Present
Capstone Financial Partners   September 2011 - January 2012
Colonial Bank  November 2007 - May 2009

Education
Appalachian State University   1994 — 1999
BA, Music

Chris Caputo, CPA, CFE Chris Caputo, CPA, CFE Richmond, Virginia Area Details
Chris Caputo, CPA, CFE's Capstone Financial Partners Experience June 2008 - July 2010
Job Senior Associate at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP  September 2014 - Present
Dixon Hughes Goodman LLP  October 2012 - August 2014
The Country Club of Virginia  September 2010 - October 2012
The Country Club of Virginia  January 2011 - May 2011
Capstone Financial Partners   June 2008 - July 2010

Skills
Microsoft Word, Microsoft Excel, SPSS, Solver, PowerPoint, Access, Financial Reporting, Microsoft Office, Social Media, Accounting, Nonprofits, Tax, Auditing, Finance, CPA

Education
Virginia Commonwealth University   2010 — 2011
Post-Baccalaureate Undergraduate Certificate, Accounting

Roanoke College   2006 — 2010
BBA, Business Administration with a concentration in Finance

Elizabeth Pritchard Elizabeth Pritchard Greater Atlanta Area Details
Elizabeth Pritchard's Capstone Financial Partners Experience January 2009 - July 2009
Job at Drivve
Industry Marketing and Advertising
Experience
Drivve Inc.   March 2010 - Present
The Spizman Agency  March 2010 - May 2010
EarthSearch Communications International  August 2009 - March 2010
Capstone Financial Partners   January 2009 - July 2009

Skills
Product Marketing, Marketing Strategy, Sales Management, Social Media Marketing, Email Marketing, Product Management, New Business Development, SaaS, Sales, Sales Process, Lead Generation, Business Development, Strategic Partnerships, B2B, Solution Selling, Sales Presentations, Direct Sales, Strategy, International Sales

Education
Georgia State University - J. Mack Robinson College of Business   2005 — 2007
B.B.A., Marketing, Graduated Cum Laude

University of Massachusetts, Amherst   2003 — 2004

Cary Cowart Cary Cowart Greater Atlanta Area Details
Cary Cowart's Capstone Financial Partners Experience July 2012 - September 2012
Job Marketing Analyst at McGriff, Seibels & Williams
Industry Insurance
Experience
McGriff, Seibels & Williams   February 2014 - Present
McGriff, Seibels & Williams   May 2013 - February 2014
Capstone Financial Partners   July 2012 - September 2012
The Hanover Insurance Group  June 2011 - August 2011
Memphis Country Club  May 2009 - August 2009

Skills
Retirement Planning, Commercial Insurance, Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Property, Risk Management, Underwriting

Education
University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance, Spanish Minor

Universidad Internacional Menéndez Pelayo (UIMP)   2010 — 2010
Advanced Spanish Culture, Advanced Spanish Language

Episcopal High School

Hutchison School

Ryan Perkins Ryan Perkins Greater Atlanta Area Details
Ryan Perkins's Capstone Financial Partners Experience 2009 - 2009
Job Head of Business Development Broker/Dealer Development
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC.   2009 - Present
Capstone Financial Partners   2009 - 2009
Ty J. Young and Associates   2007 - 2008

Skills
Finance, Life Insurance, Equity Indexed Annuities, Business Planning, Tax-advantaged..., Estate Planning, Tax Free Income, Public Speaking, Retirement Planning, Fixed Annuities, Retirement, Wealth, Insurance, Financial Planners, 401k, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Financial Services, Investment Strategies, Investment Advisory, Asset Management, Alternative Investments, Personal Financial..., Wealth Accumulation, Marketing, Equities, Securities, Mutual Funds, IRAs, Asset Allocation, Investment Management, 401k Rollovers, Separately Managed..., Indexed Annuities, Options, Variable Annuities, ETFs, Wealth Management..., Stocks, Bonds, Retirement Plan..., Uniform Combined State..., Fixed Income, Series 63, Long-term Care, Financial Planning

Education
Samford University
BA

Tia Collier, CFP® Tia Collier, CFP® Atlanta, Georgia Details
Tia Collier, CFP®'s Capstone Financial Partners Experience August 2004 - December 2007
Job Certified Financial Planner
Industry Investment Management
Experience
BNY Mellon  November 2012 - Present
Erickson Advisors   August 2009 - June 2012
Wells Fargo  March 2008 - August 2009
Capstone Financial Partners   August 2004 - December 2007
State Farm Insurance Companies  2002 - 2004

Skills
Financial Planning, Retirement Planning, Investments, Wealth Management, Retirement Income..., Series 7, Insurance, Investment Advisory, Strategic Financial..., Retirement, Financial Advisory, Investment Management, Securities, Wealth Management..., Finance, Estate Planning, Wealth

Education
University of Phoenix   2002 — 2004
BS in BA, Business Administration

Georgia State University   1998 — 2000
Biology/Spanish

University of Louisville   1994 — 1996
Biology/pre-med

Debra Scott Debra Scott Greater Atlanta Area Details
Debra Scott's Capstone Financial Partners Experience August 2010 - August 2011
Job Financial Services Professional at Vining Financial Services, Inc. specializing in Wealth Management | Insurance
Industry Financial Services
Experience
Vining Financial Services, Inc.   August 2011 - Present
Atlanta Women's Network   2012 - Present
NAWBO  2012 - 2013
Capstone Financial Partners   August 2010 - August 2011
Closets By Design  November 2007 - August 2010
Wachovia Bank, NA  November 2004 - July 2007
Primerica Financial Services  January 2000 - November 2004
Dennis, Corry, Porter & Smith   1998 - 2000
Various Private law firms   June 1983 - December 1999

Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Small Business, Financial Services, Insurance, Fixed Annuities, Financial Planning, Estate Planning, Financial Advisory, Life Insurance, Disability Insurance, Securities, Employee Benefits, Mutual Funds, Wealth Management, Risk Management, Portfolio Management, IRAs, Asset, Wealth, 401k, Long-term Care, Long Term Care, Annuities, IRA's

Education
University of Georgia - Terry College of Business   2008 — 2009
Certified Financial Planner Program

The University of Georgia   1978 — 1982
ABJ, Journalism/Business

National Center for Paralegal Training
Generalist

Andrew Tweedy Andrew Tweedy Greater Atlanta Area Details
Andrew Tweedy's Capstone Financial Partners Experience August 2010 - March 2011
Job Senior Customer Service Representative at Nichiha USA
Industry Building Materials
Experience
Nichiha USA  March 2014 - Present
EMA Drives and Automation   October 2013 - March 2014
Tweedy's Bagels, eTc.   November 2011 - September 2013
Mustangs Unlimited  May 2011 - November 2011
Capstone Financial Partners   August 2010 - March 2011
Marriott International  May 2007 - May 2010

Skills
Customer Service, Marketing, Business Development, Selling, Management, Purchasing, Human Resources, Customer Satisfaction, Retail, Sales, Sales Management, Marketing Strategy

Education
Georgia College and State University   2005 — 2009
Bachelor of Arts, History

Lynn Bairan Lynn Bairan Greater Chicago Area Details
Lynn Bairan's Capstone Financial Partners Experience 2007 - 2008
Job Club Accountant at Wynstone Golf Club
Industry Accounting
Experience
Wynstone Golf Club  December 2008 - Present
Hotel Blake, Chicago   2008 - 2008
Capstone Financial Partners   2007 - 2008
W Atlanta Hotel   2001 - 2007

Skills
Strategic Financial..., Forecasting, Budgets, Financial Analysis, Accounting, General Ledger, Financial Reporting, Account Reconciliation

Education
Brent International School

Brent International School

De La Salle University

Katie Waters, CFP® Katie Waters, CFP® Athens, Georgia Details
Katie Waters, CFP®'s Capstone Financial Partners Experience June 2007 - November 2011
Job Financial Advisor, Owner Stable Waters Financial
Industry Financial Services
Experience
Stable Waters Financial   November 2011 - Present
Capstone Financial Partners   June 2007 - November 2011

Skills
Strategic Financial..., Financial Planning, Cashflow Planning, Investment Advisory, Estate Planning, Insurance, Investments, Retirement Planning, Finance, Life Insurance, Disability Insurance, Long-term Care, Retirement, Wealth Accumulation, Mutual Funds, Management, Marketing, Strategic Planning, Customer Service, Leadership, Financial Services

Education
The University of Georgia   2003 — 2007
Bachelor's Degree

Celene Joiner Celene Joiner Greater Atlanta Area Details
Celene Joiner's Capstone Financial Partners Experience 1999 - 2006
Job Bookkeeping Services Provider
Industry Accounting
Experience
Self-Employed  June 2006 - Present
Community Management Group, Inc.   August 2011 - October 2012
Spartan Resources, LLC  2009 - 2011
Capstone Financial Partners   1999 - 2006

Skills
Bookkeeping, Microsoft Office, Customer Service, Employee Relations, Talent Acquisition, Event Planning, Business Strategy, Accounting, Strategic Planning, Team Leadership, Recruiting, Payroll, Human Resources, Account Management, Training

Education
Mercer University - Stetson School of Business and Economics
BBA, Finance

Tyler Davis, RHU® Tyler Davis, RHU® Greater Atlanta Area Details
Tyler Davis, RHU®'s Capstone Financial Partners Experience March 2009 - August 2010
Job Sales Account Executive at Liazon
Industry Insurance
Experience
Liazon  March 2014 - Present
Georgia Association of Health Underwriters - CSRA Chapter   June 2013 - July 2014
WellPoint - Anthem Blue Cross - Blue Cross Blue Shield of Georgia   August 2010 - March 2014
Capstone Financial Partners   March 2009 - August 2010
ATLTonight LLC   January 2006 - December 2008

Skills
Insurance, Employee Benefits, Health Insurance, Leadership, Sales, Medicare, Brokers, Healthcare, Marketing, Long Term Care Insurance, Disability Insurance, Retirement, Retirement Planning, Microsoft Excel, Finance, Small Business, Health Savings Accounts, Strategic Planning, Management, Strategic Partnerships, Recruiting, Sales Process, Underwriting, PowerPoint, Medicare Part D, Healthcare Consulting, Group Insurance, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Licensing, Benefits, Excel, Medicare Supplements, Healthcare Marketing, Technology, Private Exchanges

Education
Georgia Institute of Technology   2004 — 2008
Business, Finance, Marketing

The American College
RHU, Registered Health Underwriter

The American College
ChHC, Chartered Healthcare Consultant

Chris Trammell Chris Trammell Portland, Oregon Details
Chris Trammell's Capstone Financial Partners Experience May 2010 - August 2010
Job MBA | M.A. Economics
Industry Internet
Experience
BBVA Compass  October 2011 - September 2013
HealthSouth  May 2011 - September 2011
Capstone Financial Partners   May 2010 - August 2010

Skills
SAS/SQL, SQL, Excel, Access, Economics, Data Mining, Data Analysis, Microsoft Excel, SAS, SAS programming, Analytics, Leadership, Forecasting, Analysis, Customer Analysis, Business Intelligence, Predictive Modeling, Statistics, Banking, Database Marketing, Financial Analysis, Databases, Statistical Modeling, Segmentation, Predictive Analytics, Business Analysis, Financial Modeling, Econometrics, Quantitative Analytics

Education
The Berlin School of Economics and Law   2013 — 2014
Master of Business Administration (M.B.A.)

University of Alabama, Manderson Graduate School of Business   2010 — 2011
Master's Degree, Applied Economics

University of Georgia - Terry College of Business   2006 — 2010
Bachelor of Business Administration, Economics

Mark Pendas Mark Pendas Greater Atlanta Area Details
Mark Pendas's Capstone Financial Partners Experience June 2010 - August 2010
Job Pricing Data Coordinator at Atlas Roofing Corporation
Industry Consumer Goods
Experience
Atlas Roofing Corporation  December 2012 - Present
Buckeye International  October 2010 - December 2012
Capstone Financial Partners   June 2010 - August 2010
Pendas Fastening   May 2004 - November 2008

Skills
Sales, Customer Satisfaction, Microsoft Office, Sales Management, HTML, Key Account Management, Budgets, New Business Development, Customer Service, Account Management, Marketing, Pricing, Inventory Management, Negotiation, Microsoft Excel, Contract Negotiation

Education
Georgia State University - J. Mack Robinson College of Business   2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Economics

Greg Straka Greg Straka Greater Atlanta Area Details
Greg Straka's Capstone Financial Partners Experience April 2002 - August 2011
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

Andrew Trammell Andrew Trammell Greater Atlanta Area Details
Andrew Trammell's Capstone Financial Partners Experience December 2009 - January 2011
Job Business Systems Anaylst at MercedesBenz Stadium
Industry Information Technology and Services
Experience
Atlanta Falcons  September 2015 - Present
I-Business Network  January 2015 - August 2015
I-Business Network  December 2011 - January 2015
Capstone Financial Partners   December 2009 - January 2011
Butler, Wooten & Fryhofer   July 2006 - December 2009
United States Navy  December 2000 - September 2005

Skills
Cloud Computing, Business Process, Management, Crystal Reports, Networking, Team Leadership, Business Intelligence, Project Management, Software Project..., Data Center, Integration, Business Analysis, Customer Service, SAP Implementation, SAP Business One, CRM, Databases, Java, Help Desk Support, SharePoint, Data Migration, ERP, Creative Problem Solving, Web Hosting, Customer Support, Software Lifecycle..., SAP ERP

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2011
BBA, Computer Information Systems

Shiloh HIgh School   1996 — 2000

Brandon McMillan Brandon McMillan Greater Atlanta Area Details
Brandon McMillan's Capstone Financial Partners Experience March 2011 - August 2011
Job Financial Consultant
Industry Financial Services
Experience
PNC  June 2015 - Present
GetInsured  April 2011 - April 2015
Capstone Financial Partners   March 2011 - August 2011
AT&T, Inc.   January 2009 - March 2011
ERA  July 2007 - January 2009
Synovus  July 2001 - July 2007

Skills
Finance, Financial Planning, Financial Services, Analysis, Customer Service, Leadership, Sales, Insurance, Investments, Portfolio Management, Management, Access, Strategic Financial..., Public Speaking, Microsoft Office, Team Building

Education
Columbus State University   2000 — 2005
B.B.A, FINANCE

Chad Sikes Chad Sikes Chattanooga, Tennessee Area Details
Chad Sikes's Capstone Financial Partners Experience September 2010 - December 2012
Job Owner at CityGreen Services
Industry Environmental Services
Experience
CityGreen Services   2013 - Present
The Erosion Company (TEC)   January 2013 - 2013
Capstone Financial Partners   September 2010 - December 2012
The Brickman Group  August 2010 - August 2011
GreenCare by Outdoor Expressions   April 2010 - November 2010
TruGreen LandCare  February 2004 - September 2006
Omni Landscape Group   2004 - 2006

Skills
Insurance, Disability Insurance, Sales Management, Customer Relations, Landscape Management, Contract Negotiation, Contract Management, Landscaping, New Business Development, Horticulture, Renovation, Residential Design, Site Planning, Negotiation, Landscape Construction

Education
The University of Georgia   2001 — 2002

Blake Jackson Blake Jackson Greater Atlanta Area Details
Blake Jackson's Capstone Financial Partners Experience April 2009 - August 2009
Job Product Manager Digital Content at InComm
Industry Marketing and Advertising
Experience
InComm  April 2014 - Present
Petersen Aluminum Corporation  May 2012 - April 2014
Fire & Flavor Grilling Co.   May 2010 - May 2012
Capstone Financial Partners   April 2009 - August 2009
Capstone Financial Partners   April 2009 - August 2009
Pi Kappa Phi Fraternity  2007 - 2009
Technical Answer Group, Inc   August 2005 - January 2008

Skills
Salesforce.com, Marketing, Sales, CRM, Cold Calling, Customer Service, Microsoft Excel, Outlook, Social Media Marketing, Social Media, Facebook, Marketing Strategy, Interviews, Accounting, Microsoft Office, Leadership, Sales Management, Account Management

Education
Georgia State University   2006 — 2010
B.B.S, Marketing

Georgia State University   2006 — 2010
Bachelor of Business Administration, Marketing

Laura DeVaney Laura DeVaney Greater Atlanta Area Details
Laura DeVaney's Capstone Financial Partners Experience TellerWachovia, A Wells Fargo CompanyJune 2010 - November 2011
Job Financial Services Assistant at Capstone Financial Partners
Industry Banking
Experience
Capstone Financial Partners   TellerWachovia, A Wells Fargo CompanyJune 2010 - November 2011
First Atlanta Flooring   August 2009 - December 2009
Georgia State University  June 2009 - August 2009

Education
Georgia State University - J. Mack Robinson College of Business   2006 — 2009
Bachelor of Business Administration, Marketing

Chiagozie Nwosu Chiagozie Nwosu Atlanta, Georgia Details
Chiagozie Nwosu's Capstone Financial Partners Experience July 2011 - September 2011
Job Clinical Research Intern at Emory University School of Medicine
Industry Hospital & Health Care
Experience
Emory University School of Medicine  January 2014 - Present
Allscripts  December 2012 - January 2014
Allscripts  January 2012 - December 2012
Capstone Financial Partners   July 2011 - September 2011
Federal Reserve Bank of Atlanta  May 2010 - March 2011
Emory University  September 2009 - January 2010
United Community Bank  June 2009 - August 2009
Savannah Heart Care PC   May 2007 - August 2008
The Goodness and Mercy Foundation   June 2007 - June 2008
Georgia Eye Institute   July 2006 - August 2006

Skills
PowerPoint, Research, Accounting, Microsoft Excel, Microsoft Word, Project Management, Risk Management, Data Analysis, Business Analysis, EHR, Budgets, Word, Health, Economics

Education
Emory University   2007 — 2011
Bachelors of Arts, History, Economics

Justin Crawford Justin Crawford Alpharetta, Georgia Details
Justin Crawford's Capstone Financial Partners Experience June 2010 - February 2012
Job Environmental Underwriter at OneBeacon Insurance
Industry Insurance
Experience
OneBeacon Insurance  May 2015 - Present
ACE Group  July 2013 - May 2015
American Family Insurance  February 2012 - June 2013
Capstone Financial Partners   June 2010 - February 2012
Chick-fil-A  2001 - 2010

Skills
Insurance, Sales, Commercial Insurance, Leadership, Underwriting, Property & Casualty..., Liability, Risk Management, Umbrella Insurance, Customer Service, Pollution Liability

Education
University of Georgia - Terry College of Business   2008 — 2010
BBA, Risk Management and Insurance

Young Harris College   2006 — 2008
Associate's degree

Antony Sistrunk Antony Sistrunk Atlanta, Georgia Details
Antony Sistrunk's Capstone Financial Partners Experience 2011 - Present
Job Financial Services Representative at Capstone Financial Partners
Industry Financial Services
Experience
Capstone Financial Partners   2011 - Present
Quality Inn & Suites Statesboro, Ga   2010 - 2011
Xanterra Parks & Resorts  May 2008 - August 2009
Arby's Restaurant Group  August 2005 - May 2008

Education
Georgia Southern University - College of Business Administration   2004 — 2011
BBA, Marketing

Glenn Rodney Glenn Rodney Greater Atlanta Area Details
Glenn Rodney's Capstone Financial Partners Experience December 2003 - November 2006
Job Financial Advisor, Princor Registered Rep at GRA Advisory Group / Principal Financial Group
Industry Financial Services
Experience
GRA Advisory Group / Principal Financial Group   December 2006 - Present
Capstone Financial Partners   December 2003 - November 2006
Lincoln Financial Group  March 2003 - October 2003
Home Solutions, LLC  September 2001 - March 2003
Aeonware, Inc.   December 2000 - August 2001
Buildnet, Inc  January 2000 - November 2000
DeWalt Tools / Black & Decker   July 1993 - December 1999

Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Life Insurance, Estate Planning, Investment Advisory, Series 6, Underwriting, Series 63, Term Life Insurance

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2000
MBA, Marketing

University of Florida   1988 — 1993
Bachelor of Science, Marketing

Vickie Manibusan Vickie Manibusan Savannah, Georgia Area Details
Vickie Manibusan's Capstone Financial Partners Experience October 2009 - Present
Job at Capstone Financial Partners
Industry Financial Services
Experience
Capstone Financial Partners   October 2009 - Present

Education
University of San Francisco   1986 — 1988

Brandon Hughes Brandon Hughes Atlanta, Georgia Details
Brandon Hughes's Capstone Financial Partners Experience May 2010 - March 2011
Job Director at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc.   December 2014 - Present
Angel Oak Capital   January 2013 - December 2014
Wells Real Estate Funds  April 2011 - January 2013
Capstone Financial Partners   May 2010 - March 2011
New York Life  April 2007 - April 2010

Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management

Education
Georgia Southern University - College of Business Administration   2002 — 2006
Bachelor of Business Administration (BBA), Finance, General

Martin, Justin Martin, Justin Valdosta, Georgia Details
Martin, Justin's Capstone Financial Partners Experience June 2007 - September 2011
Job Financial Advisor at Southeast Capital Investment Group
Industry Financial Services
Experience
Southeast Capital Investment Group-An Independent Firm Raymond James Financial Services, Inc.   September 2011 - Present
Capstone Financial Partners   June 2007 - September 2011
New York Life  June 2003 - May 2007

Skills
Securities, Insurance, Financial Advisory, Retirement Planning, Finance, IRAs, Disability Insurance, Fixed Annuities, Wealth Management, Retirement, FINRA, Long Term Care Insurance, Investment Advisory, Investment Strategies, 401k Rollovers, Investments, Estate Planning, Series 63, Mutual Funds, Long-term Care, Strategic Financial..., Investment Management, Financial Goals, Life Insurance, 401k, Series 7, Financial Planners, Asset Allocation, Variable Annuities, Alternative Investments, Financial Services

Education
The American College   2010 — 2012
Financial Planning

Leadership Lowndes   2010 — 2011

Valdosta State University   1998 — 2003
BFA, Public Relations

Valdosta High School   1994 — 1998

Kenneth LaMantia LUTCF,CLTC Kenneth LaMantia LUTCF,CLTC Savannah, Georgia Area Details
Kenneth LaMantia LUTCF,CLTC's Capstone Financial Partners Experience August 2008 - September 2009
Job Partner/Founder at BANG
Industry Civic & Social Organization
Experience
New South Financial Group.   October 2009 - Present
BANG  March 2009 - Present
Capstone Financial Partners   August 2008 - September 2009
New York Life Insurance Company  June 2004 - August 2008
United States Army Reserve  November 1986 - October 2003

Education
City University of New York-College of Staten Island   1982 — 1984
Associates

Damon Raque Damon Raque Greater Atlanta Area Details
Damon Raque's Capstone Financial Partners Experience 2001 - 2005
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  September 2011 - Present
Pacific Life Insurance Company  2005 - 2011
Capstone Financial Partners   2001 - 2005
Federated Insurance  1998 - 2001

Skills
Advanced Sales, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Marketing Strategy, Practice Management, Product Training, Public Speaking, Retirement, Retirement Strategies, Sales and Marketing, Series 7, Series 26, Series 63, Strategic Planning, Succession Planning, Survivorship Life

Education
Stetson University
Bachelor of Business Administration (BBA), Corporate and Investment Finance

Ben Barber CFP ® Ben Barber CFP ® Greater Atlanta Area Details
Ben Barber CFP ®'s Capstone Financial Partners Experience 2010 - April 2011
Job Financial Planning Associate at GenSprings Family Offices LLC
Industry Financial Services
Experience
GenSprings Family Offices LLC   April 2011 - Present
Capstone Financial Partners   2010 - April 2011
PPA Investment Company   May 2010 - August 2010

Skills
Strategic Financial..., Financial Advisory, CRM, Estate Planning, Retirement, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Certified Financial...

Education
The University of Georgia   2008 — 2010
Bachelors of Science in Family and Consumer Sciences Financial Planning, Family and Financial Planning

Georgia College and State University

Billy Crosby Billy Crosby Greater Atlanta Area Details
Billy Crosby's Capstone Financial Partners Experience January 2006 - March 2008
Job Marketing Representative at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  March 2008 - Present
Capstone Financial Partners   January 2006 - March 2008

Skills
Insurance, Disability Insurance, Life Insurance, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, Enrollment Management, Term Life Insurance, Underwriting, Health Insurance, Employee Benefits, Retirement Planning, Marketing, Sales, Customer Service, Leadership, Fixed Annuities, Management

Education
The University of Georgia   2001 — 2006
Financial Planning