Log in
Capital Strategies, Beyond Wealth
Contact
Links
View in org chart
Darren Scrimpshire
President
James Ross
Director, Strategic Planning
Ccfs® Stephen san Roman
Vice President
Chfc® Scott Werner
Executive Vice President
P. Jordan Smith Jr.
Financial Planning Director
Lutcf Travis Cloud
Director Of Financial Planning
July, 2017 - present
January, 2014
Director, Strategic Planning at Camoin Associates
Director, Strategic Planning at Weber Shandwick
Director, Strategic Planning at FCB Chicago