Capital Strategies

Main Office

6300 Bee Cave Road, Building 2, Suite 400
Austin, TX 78746

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See our Licenses and Disclosures

SATELLITE OFFICES

Asset Strategies Group
7600B N. Capital of Texas Hwy., Ste 340
Austin, TX 78731
Get Directions
- 512-527-0671
Capital Strategies - 6900 I-40 West
6900 I-40 West, Suite 304C
Amarillo, TX 79106
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- 806-358-8633
Capital Strategies - Albuquerque
8100 Lang Avenue, NE, Ste. 102
Albuquerque, NM 87109
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- 505-554-3281
Capital Strategies - Amarillo
Herring Bank Tower, 2201 Civic Circle, Suite 713
Amarillo, TX 79109
Get Directions
- 806-318-1776
Capital Strategies - Austin, N. Capital of Texas Hwy
7600B N. Capital of Texas Hwy., Suite 340
Austin, TX 78731
Get Directions
- 512-527-0671
Capital Strategies - Corpus Christi
5959 S. Staples Street, Suite 200
Corpus Christi, TX 78413
Get Directions
- 361-299-5560
Capital Strategies - El Paso, Otis
5748 N. Mesa St
El Paso, TX 79912
Get Directions
- 915-833-5433
Capital Strategies - Laredo
709 E. Carlton Rd, Suite 102
Laredo, TX 78041
Get Directions
- 956-523-0638
Capital Strategies - Lubbock
9117 Milwaukee Ave, Ste 400
Lubbock, TX 79424
Get Directions
- 806-795-9393
Capital Strategies - Pflugerville
201 West Main Street, Suite 102
Pflugerville, TX 78660
Get Directions
- 512-202-3802
Capital Strategies - Plano, Kaufman
P.O. Box 940350
Plano, TX 75094
Get Directions
- 432-683-4100
Capital Strategies - S Zapata Hwy
904 S Zapata Hwy
LAREDO, TX 78041
Get Directions
- 956-740-6288
Capital Strategies - San Antonio
2915 West Bitters Road, Suite 312
San Antonio, TX 78248
Get Directions
- 210-340-0186
Cornerstone Financial
510 W. Jasper Dr
Killeen, TX 76542
Get Directions
- 254-526-7032
Hart Financial Group
500 Capital of Texas HWY N, Suite 110
Austin, TX 78746
Get Directions
- 512-328-9494
Invest Central
2915 W Bitters Road, Ste 315
San Antonio, TX 78248
Get Directions
- 210-308-0248
Paul Scioli of Capital Strategies
4412 74th Street, Suite A-100
Lubbock, TX 79424
Get Directions
- 806-741-1050
PFG Advisors
9117 Milwaukee Ave, Ste 400
Lubbock, TX 79424
Get Directions
- 806-795-9393
Ray Financial Group
4801 N. Midland Dr, Ste F
Midland, TX 79705
Get Directions
- 432-570-0081

Our Advisors

Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Glenn Alterman

Capital Strategies
- 512-346-6020
- Email Glenn
Focus:
- Insurance Strategies
Languages:
- English, Spanish
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Alma Alvarado

Capital Strategies
- 512-637-6251
- Email Alma
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Herman Askew

Capital Strategies
- 309-242-1629
- Email Herman
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Doug Aycock

Capital Strategies
- 512-346-6020
- Email Doug
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Michael Bayer

Capital Strategies
- 512-637-6216
- Email Michael
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Ross Bennett

Capital Strategies
- 512-354-7176
- Email Ross
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Peter Berardino

Capital Strategies
- 512-346-6020
- Email Peter
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Sean Briscombe

Capital Strategies
- 512-346-6020
- Email Sean
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Jens Busch

Capital Strategies
- 512-637-6205
- Email Jens
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Ai Cai

Capital Strategies
- 512-691-1924
- Email Ai
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Sharon Chervenka

Capital Strategies
- 512-637-6263
- Email Sharon
Focus:
- Insurance Strategies
- Investment Strategies
- Business Owners
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Travis Cloud

Capital Strategies
- 512-637-6215
- Email Travis
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Joe Croshaw

Capital Strategies
- 512-637-6253
- Email Joe
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Guy Draper

Capital Strategies
- 512-637-6284
- Email Guy
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Casey Fox

Capital Strategies
- 512-637-6248
- Email Casey
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Bruce Garrison

Capital Strategies
- 512-691-1927
- Email Bruce
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Andrew Graham

Capital Strategies
- 512-637-6246
- Email Andrew
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Christian Guella

Capital Strategies
- 512-637-6252
- Email Christian
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Michael Harkin

Capital Strategies
- 512-637-6279
- Email Michael
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Steve Harshbarger

Capital Strategies
- 512-637-6236
- Email Steve
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Jose "Cuco" Heredia

Capital Strategies
- 512-637-6200
- Email Jose
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Clay Howell

Capital Strategies
- 512-637-6244
- Email Clay
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Brian Litowitz

Capital Strategies
- 512-637-6295
- Email Brian
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Frank Marra

Capital Strategies
- 512-637-6257
- Email Frank
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Paul Mayhew

Capital Strategies
- 512-757-2278
- Email Paul
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Adam Milne

Capital Strategies
- 512-346-6020
- Email Adam
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Querube Montoya

Capital Strategies
- 512-637-6277
- Email Querube
Focus:
- Insurance Strategies
- Retirement Strategies
- Financial Education
- Investment Strategies
Languages:
- English, Spanish
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Andrew Motes

Capital Strategies
- 512-637-6280
- Email Andrew
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Matt Myres

Capital Strategies
- 512-346-6020
- Email Matt
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Stacey Pawelek

Capital Strategies
- 512-637-6213
- Email Stacey
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Stefani Price

Capital Strategies
- 512-637-6296
- Email Stefani
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Robert Roisum

Capital Strategies
- 512-346-6020
- Email Robert
Focus:
- Insurance Strategies
- Business Owners
- Retirement Strategies
- College Funding Strategies
- Financial Education
- Investment Strategies
- Show More
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Greg Rychlik

Capital Strategies
- 512-637-6264
- Email Greg
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Nathan Serven

Capital Strategies
- 512-637-6206
- Email Nathan
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Julia Swinney

Capital Strategies
- 512-346-6020
- Email Julia
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Suzanne Tappe

Capital Strategies
- 512-637-6209
- Email Suzanne
Focus:
- Insurance Strategies
- Business Owners
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Don Turner

Capital Strategies
- 512-346-6020
- Email Don
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Scott Werner

Capital Strategies
- 512-637-6266
- Email Scott
Focus:
- Insurance Strategies
- Investment Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Marquette Wilkins

Capital Strategies
- 512-637-6223
- Email Marquette
Focus:
- Insurance Strategies
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Shay Williams

ChFC®, RICP®, CASL®, CLU®
Capital Strategies
- 512-637-6226
- Email Shay
Focus:
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Risk Management Strategies
- College Funding Strategies
- Show More
Languages:
- English
Send us an Email
By submitting this request, I consent to receive phone calls from MassMutual, its financial professionals, or vendors on its behalf, regarding MassMutual products and services, at the phone number(s) above, including my wireless number if provided. I understand these calls may be generated using an automated technology. I understand to make a purchase I do not need to consent to receive calls from MassMutual and can instead call a local financial professional directly.
Nancy Zambrano

Capital Strategies
- 512-637-6289
- Email Nancy
Focus:
- Insurance Strategies
- Retirement Income Planning
- Risk Management Strategies
- Estate Planning
- Business Succession Planning
- Group Benefits
- Charitable Giving
- College Funding Strategies
- Business Owners
- Special Care
- Investment Strategies
- Show More
Languages:
- English, Spanish

Todd E. Holt
Co-CEO & General Agent, Capital Strategies
Michael Priede
Co-CEO & General Agent, Capital Strategies