The Financial Services Team at Capstone Financial, LLC is dedicated to providing clients with individualized financial planning and wealth management strategies. Through a consultative, collaborative, and comprehensive approach, the team works closely with clients to set financial goals and build tailored plans to achieve them. They utilize various perspectives and leverage their expertise in financial planning, investment advisory services, and wealth preservation to create customized solutions that align with clients' priorities and dreams. The team includes a range of experienced professionals such as Financial Services Representatives, Financial Strategists, Certified Financial Planners, and Financial Advisors, all focused on helping clients navigate the complexities of managing wealth.
Alex Hall
Financial Services Representat...
Austin R. Farmer
Financial Advisor
Austyn Hennings
Financial Sales Representative
Bill Drennan
Financial Planner
Brent Noel
Senior Vice President & Financ...
Casey Morris
Financial Services Representat...
Charles Cheatham
Financial Services Representat...
Chrisani Burt
Financial Services Representat...
Christian Bontrager
Financial Services Representat...
David Capozzi
Senior Vice President, Financi...
Dillon Smith
Vice President, Financial Serv...
Eneko Clayton
Financial Services Representat...
Jacob Williams
Financial Services Representat...
Jonathan Ward
Financial Advisor
Justin Glassman
Financial Services Representat...
Justin Wells
Financial Planner, Vice Presid...
Justin Willmott
Financial Services Representat...
Leighton Smith
Financial Services Representat...
Logan Smith
Financial Services Representat...
Malcolm Lewis
Financial Services Representat...
Mary Catherine Blood...
Vice President, Financial Serv...
Matthew Ybarbo
Financial Services Representat...
Melissa Gannon
Financial Services Representat...
Mike Woods
Cfp®, CDFA Managing Director, ...
Nicky Knodle
Financial Strategist
Rishij Mewada
Financial Professional
Scott Varon
Financial Planner
Seth Cohn
Financial Planner
Shelby Green
Vice President, Financial Serv...
Steven Rapp
Financial Services Professiona...
Todd George
Financial Services Representat...
Toryan R. Smith
Financial Representative
Zachary Cooper
Financial Services Representat...
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