Our first priority is helping you take care of yourself and your family. With that in mind, we have partnered with two firms just as dedicated to helping our clients.
CAG Partners
Alecia Barnett, CLTC
Long Term Care Research and Design Specialist, Financial Independence Group
Alecia holds a Certification in Long Term Care. Through Capital Advisory Group's partnership with Financial Independence Group, Alecia serves as a Long Term Care Research and Design Specialist.
Andrew Ball
Life Insurance Research and Design Specialist, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Andrew Ball serves as a Life Insurance Research and Design Specialist.
Jason Zimmerman, MBA, CLU, CAP
Sr. Managing Director, Schechter Wealth
Through Capital Advisory Group's partnership with Schechter Wealth, Jason Zimmerman serves as a Senior Managing Director.
Jordan Smith, JD, LLM
VP Advanced Life Insurance Design, Schechter Wealth
Through Capital Advisory Group's partnership with Schechter Wealth, Jordan serves as a Vice President of Advanced Life Insurance Design.
Karl Hoover
SVP Annuity/Life Research and Design, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Karl Hoover serves as a Senior Financial President of Annuity and Life Insurance Research and Design.
Kaylea Bequeath
Marketing Strategy Director, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Kaylea Bequeath works as a Marketing Strategy Director.
Kevin Beauchamp
Advanced Insurance Strategist, Schechter Wealth
Through Capital Advisory Group's partnership with Schechter Wealth, Kevin Beuchamp works as an Advanced Insurance Strategist.
Monica Breeding
Marketing Strategy Director, Financial Independence Group
Through Capital Advisory Group's partnership with Financial Independence Group, Monica Breeding works as a Marketing Strategy Director.
Wes Tanner
Annuity Research and Design Specialist, Financial Independence Group