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


Our Advisors

  1. Glenn Alterman

    Capital Strategies

    Focus:

    • Insurance Strategies

    Languages:

    • English, Spanish
    • Alma Alvarado

      Capital Strategies

      Focus:

      • Insurance Strategies

      Languages:

      • English
      • Herman Askew

        Capital Strategies

        Focus:

        • Insurance Strategies

        Languages:

        • English
        • 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
                • Sean Briscombe

                  Capital Strategies

                  Focus:

                  • Insurance Strategies

                  Languages:

                  • English
                  • Jens Busch

                    Capital Strategies

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • Ai Cai

                      Capital Strategies

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Sharon Chervenka

                        Capital Strategies

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies
                        • Business Owners

                        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
                                    • Christian Guella

                                      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
                                              • 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
                                                          • Matt Myres

                                                            Capital Strategies

                                                            Focus:

                                                            • Insurance 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
                                                                    • Nathan Serven

                                                                      Capital Strategies

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Investment Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Julia Swinney

                                                                        Capital Strategies

                                                                        Focus:

                                                                        • Insurance Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Suzanne Tappe

                                                                          Capital Strategies

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Business Owners

                                                                          Languages:

                                                                          • English
                                                                          • Don Turner

                                                                            Capital Strategies

                                                                            Focus:

                                                                            • Insurance 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
                                                                                  • Nancy Zambrano

                                                                                    Capital Strategies

                                                                                    Focus:

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

                                                                                    Languages:

                                                                                    • English, Spanish

                                                                                    CRN201905-211178