Capital Advisors
Hayden Siegfried, CFP®, currently serves as a Financial Planner at Capital Advisors since March 2021, where responsibilities include preparing financial plans, gathering client information, and coordinating client service needs. Prior experience includes an Accounting Intern role at Sanguine Gas Exploration, focusing on financial reporting for investment entities, and a Sales & Marketing Mentorship at NORDAM, where assistance was provided during a major industry conference. Earlier internships at NORDAM involved supporting the Director of Special Projects in the preparation of high-level presentations. Hayden Siegfried holds a Bachelor of Business Administration in Finance from the University of Notre Dame, with prior education at Cascia Hall Preparatory School and Singapore American School.
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Capital Advisors
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our team to be open, accessible, objective and committed to earning your long-term trust. To learn more about us, visit capitaladv.com or email info@capitaladv.com See relevant disclosures here: https://www.capitaladv.com/disclosures/