Capstone Financial

Main Office

3550 Lenox Road NE, Suite 1100
Atlanta, GA 30326

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Scott Greenfield

General Agent

Our Financial Professionals

  1. Kenneth "KC" Adams

    Capstone Financial

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • Raymond Bardoul

      CLU®, ChFC®, AEP®

      Capstone Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Adam Bass

        JD**

        Capstone Financial

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Brent Blair

          Capstone Financial

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Mary Catherine Bloodworth

            Capstone Financial

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • David Capozzi

              Capstone Financial

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • James "Jimmy" Carr

                Capstone Financial

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Dane Cooper

                  LUTCF®

                  Capstone Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Anthony Coppellotti

                    Capstone Financial

                    Focus:

                    • Insurance Strategies

                    Languages:

                    • English
                    • Adam Corwin

                      Capstone Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Michael Herndon

                        Capstone Financial

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Michael Davis

                          Capstone Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • David Feldstein

                            Capstone Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies
                            • Retirement Income Planning
                            • Business Owners
                            • Show More

                            Languages:

                            • English
                          • Brian A. Fox

                            CFBS

                            Capstone Financial

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • William Frechtman

                              Capstone Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Crystal T. Groover

                                CFP®, ChFC®

                                Capstone Financial

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Joshua C. Harper

                                  CFP®, ChFC®, CLU®, RICP®

                                  Capstone Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Thomas "Mel" Harwell

                                    Capstone Financial

                                    Focus:

                                    • Insurance Strategies

                                    Languages:

                                    • English
                                    • Jeffery "Jeff" Heard

                                      Capstone Financial

                                      Focus:

                                      • Insurance Strategies

                                      Languages:

                                      • English
                                    • Thomas "Tom" Hippler

                                      Capstone Financial

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies

                                      Languages:

                                      • English
                                      • Jason H. Jones

                                        CFP®, ChFC®, CLU®

                                        Capstone Financial

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • William "Bill" Kastelz

                                          Capstone Financial

                                          Focus:

                                          • Insurance Strategies

                                          Languages:

                                          • English
                                          • Andrew King

                                            Capstone Financial

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Mark J. Lerner

                                              CLTC®, CLU®

                                              Capstone Financial

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Malcolm Lewis

                                                Capstone Financial

                                                Focus:

                                                • Insurance Strategies

                                                Languages:

                                                • English
                                                • Joshua Lovett

                                                  Capstone Financial

                                                  Focus:

                                                  • Insurance Strategies

                                                  Languages:

                                                  • English
                                                  • Sejal Mehra

                                                    Capstone Financial

                                                    Focus:

                                                    • Insurance Strategies

                                                    Languages:

                                                    • English
                                                    • Charles Milner

                                                      Capstone Financial

                                                      Focus:

                                                      • Insurance Strategies

                                                      Languages:

                                                      • English
                                                      • Casey Morris

                                                        Capstone Financial

                                                        Focus:

                                                        • Insurance Strategies

                                                        Languages:

                                                        • English
                                                        • Joseph T. Niehoff

                                                          Capstone Financial

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Austin Pair

                                                            Capstone Financial

                                                            Focus:

                                                            • Insurance Strategies

                                                            Languages:

                                                            • English
                                                            • Travis Payne

                                                              CFP®, CLU®

                                                              Capstone Financial

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Joann M. Phan

                                                                Capstone Financial

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies

                                                                Languages:

                                                                • English
                                                                • John R. Richardson

                                                                  ChFC®, CLTC®, CLU®

                                                                  Capstone Financial

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Christopher N. Rikard

                                                                    Capstone Financial

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Michael Robinson

                                                                      Capstone Financial

                                                                      Focus:

                                                                      • Insurance Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Ryan O. Rouille

                                                                        Capstone Financial

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Jonathon "Whit" Sanning

                                                                          CLU®, ChFC®, CASL®, CLF®, RICP®

                                                                          Capstone Financial

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies
                                                                          • Business Owners
                                                                          • Financial Education
                                                                          • Show More

                                                                          Languages:

                                                                          • English
                                                                        • Dillon Smith

                                                                          Capstone Financial

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies
                                                                          • Business Owners
                                                                          • College Funding Strategies
                                                                          • Show More

                                                                          Languages:

                                                                          • English
                                                                          • Logan Smith

                                                                            Capstone Financial

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Investment Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Ronny Sulimani

                                                                              Capstone Financial

                                                                              Focus:

                                                                              • Insurance Strategies

                                                                              Languages:

                                                                              • English
                                                                              • Cecilia Tipton

                                                                                Capstone Financial

                                                                                Focus:

                                                                                • Insurance Strategies
                                                                                • Investment Strategies

                                                                                Languages:

                                                                                • English
                                                                                • Patrick Volpe

                                                                                  Capstone Financial

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • Andrew Waller

                                                                                    Capstone Financial

                                                                                    Focus:

                                                                                    • Insurance Strategies

                                                                                    Languages:

                                                                                    • English
                                                                                    • Kevin Walters

                                                                                      Capstone Financial

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Investment Strategies

                                                                                      Languages:

                                                                                      • English
                                                                                      • Jonathan L. Ward

                                                                                        CFP®

                                                                                        Capstone Financial

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Investment Strategies

                                                                                        Languages:

                                                                                        • English
                                                                                        • Stephen Warren

                                                                                          Capstone Financial

                                                                                          Focus:

                                                                                          • Insurance Strategies
                                                                                          • Investment Strategies

                                                                                          Languages:

                                                                                          • English
                                                                                          • Justin Wells

                                                                                            Capstone Financial

                                                                                            Focus:

                                                                                            • Insurance Strategies
                                                                                            • Investment Strategies

                                                                                            Languages:

                                                                                            • English
                                                                                            • Andrew White

                                                                                              CLU®, ChFC®

                                                                                              Capstone Financial

                                                                                              Focus:

                                                                                              • Insurance Strategies
                                                                                              • Investment Strategies

                                                                                              Languages:

                                                                                              • English
                                                                                              • Michael Woods

                                                                                                CFP®, CDFA™

                                                                                                Capstone Financial

                                                                                                Focus:

                                                                                                • Insurance Strategies
                                                                                                • Investment Strategies

                                                                                                Languages:

                                                                                                • English
                                                                                                CRN202109-253382