The Client Services and Financial Planning team at Capitol Financial Solutions focuses on developing personalized financial strategies and providing exceptional support to clients. This team works collaboratively to assess clients' financial goals, create tailored financial plans, and offer ongoing service to ensure clients' needs are consistently met. Team members include financial planners, registered representatives, and client service personnel, all dedicated to building and maintaining strong client relationships through expertise and commitment to service excellence.
Daryl Smith
Registered Representative
Emilee Lane
Client Service Associate
F. Lawrence J. (Larr...
Financial Planner
Nolan Sweeney
Registered Representative
Sharon Loving
Client Specialist
Spencer Teddy
Financial Services Associate
Steven M. Consiglio ...
Financial Planner
Trannis Dean
Client Services Associate
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