Capital Strategies

Main Office

317 Grace Lane, Suite 250
Austin, TX 78746

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SATELLITE OFFICES


Managing Partners

Todd E. Holt

Co-CEO & General Agent, Capital Strategies

Michael Priede

Co-CEO & General Agent, Capital Strategies

Featured Financial Professionals

  1. Jens F. Busch, Jr

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Financial Education
    • Group Benefits
    • Show More

    Languages:

    • English

Our Financial Professionals

  1. Glenn Alterman

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English, Spanish
    • Alma Alvarado

      Capital Strategies

      Focus:

      • Insurance Strategies

      Languages:

      • English, Spanish
      • Doug Aycock

        Capital Strategies

        Focus:

        • Insurance Strategies

        Languages:

        • English
        • Michael Bayer

          Capital Strategies

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Ross Bennett

            Capital Strategies

            Focus:

            • Insurance Strategies

            Languages:

            • English
            • Peter Berardino

              Capital Strategies

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Laura Boehm

                Capital Strategies

                Focus:

                • Insurance Strategies

                Languages:

                • English
                • Sean Briscombe

                  Capital Strategies

                  Focus:

                  • Insurance Strategies

                  Languages:

                  • English
                  • Tracy Brown

                    CFBS, MS

                    Capital Strategies

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Ai Cai

                      Capital Strategies

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies

                      Languages:

                      • English
                      • Travis Cloud

                        Capital Strategies

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Joe Croshaw

                          Capital Strategies

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies

                          Languages:

                          • English
                          • Guy Draper

                            Capital Strategies

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Casey Fox

                              Capital Strategies

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • Bruce Garrison

                                Capital Strategies

                                Focus:

                                • Insurance Strategies
                                • Investment Strategies

                                Languages:

                                • English
                                • Andrew Graham

                                  Capital Strategies

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Michael Harkin

                                    Capital Strategies

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Steve Harshbarger

                                      Capital Strategies

                                      Focus:

                                      • Insurance Strategies

                                      Languages:

                                      • English
                                      • Jose "Cuco" Heredia

                                        Capital Strategies

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English
                                        • Clay Howell

                                          Capital Strategies

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Chase Kincannon

                                            CLU®, ChFC®, CFBS

                                            Capital Strategies

                                            Focus:

                                            • Insurance Strategies
                                            • LGBTQ
                                            • Investment Strategies
                                            • Business Owners
                                            • Show More

                                            Languages:

                                            • English
                                            • Brian Litowitz

                                              Capital Strategies

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Frank Marra

                                                Capital Strategies

                                                Focus:

                                                • Insurance Strategies

                                                Languages:

                                                • English
                                                • Paul Mayhew

                                                  Capital Strategies

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Adam Milne

                                                    Capital Strategies

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • Querube Montoya

                                                      Capital Strategies

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Retirement Strategies
                                                      • Financial Education
                                                      • Investment Strategies

                                                      Languages:

                                                      • English, Spanish
                                                      • Andrew Motes

                                                        Capital Strategies

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Richard "Rick" Otis

                                                          CPA*, CLTC®

                                                          Capital Strategies

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Stacey Pawelek

                                                            Capital Strategies

                                                            Focus:

                                                            • Insurance Strategies

                                                            Languages:

                                                            • English
                                                            • Stefani Price

                                                              Capital Strategies

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Robert Roisum

                                                                Capital Strategies

                                                                Focus:

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

                                                                Languages:

                                                                • English
                                                                • Greg Rychlik

                                                                  Capital Strategies

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Scott Werner

                                                                    Capital Strategies

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Marquette Wilkins

                                                                      Capital Strategies

                                                                      Focus:

                                                                      • Insurance Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Shay Williams

                                                                        ChFC®, RICP®, CASL®, CLU®

                                                                        Capital Strategies

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies
                                                                        • Retirement Income Planning
                                                                        • Risk Management Strategies
                                                                        • Show More

                                                                        Languages:

                                                                        • English
                                                                        • Zakery York

                                                                          Capital Strategies

                                                                          Focus:

                                                                          • Insurance Strategies

                                                                          Languages:

                                                                          • English
                                                                          CRN202109-253382