Capital Strategies

Main Office

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

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Our Advisors

  1. Michael Bayer

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  2. Peter Berardino

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  3. Jens Busch

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  4. Ai Cai

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English
  5. Sharon Chervenka

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies
    • Business Owners

    Languages:

    • English
  6. Travis Cloud

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  7. Henry Conkle

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  8. Joe Croshaw

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  9. Guy Draper

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  10. Andrew Graham

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  11. Christian Guella

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English
  12. Michael Harkin

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  13. Steve Harshbarger

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English
  14. Clay Howell

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  15. Brian Litowitz

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  16. Anjum Maknojia

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English
  17. Querube Montoya

    Capital Strategies

    Focus:

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

    Languages:

    • English, Spanish
  18. Andrew Motes

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  19. Matt Myres

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English
  20. Stacey Pawelek

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English
  21. Stefani Price

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  22. Greg Rychlik

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  23. Julian Saldana

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  24. Nathan Serven

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  25. Suzanne Tappe

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Business Owners

    Languages:

    • English
  26. Scott Werner

    Capital Strategies

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  27. Shay Williams

    ChFC®, RICP®, CASL®, CLU®

    Capital Strategies

    Focus:

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

    Languages:

    • English
  28. Nancy Zambrano

    Capital Strategies

    Focus:

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

    Languages:

    • English, Spanish

CRN201905-211178