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"I can do all things through Him who gives me strength."

- Philippians 4:1

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.

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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.

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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.

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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.

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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.

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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.

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Kevin Beauchamp

Advanced Insurance Strategist, Schechter Wealth

Through Capital Advisory Group's partnership with Schechter Wealth, Kevin Beuchamp works as an Advanced Insurance Strategist. 

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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.

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Wes Tanner

Annuity Research and Design Specialist, Financial Independence Group

Through Capital Advisory Group's partnership with Financial Independence Group, Wes Tanner serves as an Annuity Research and Design Specialist.
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