Capital Strategies
Main Office
317 Grace Lane, Suite 250
Austin, TX 78746
- phone512-346-6020
- emailContact Us
- Visit Agency WebsiteYou are now leaving MassMutual's website and will be redirected to an agency's website.
See our Licenses and Disclosures
SATELLITE OFFICES
- Asset Strategies Group
- Capital Strategies - 6900 I-40 West
- Capital Strategies - Albuquerque
- Capital Strategies - Amarillo
- Capital Strategies - Corpus Christi
- Capital Strategies - El Paso, Otis
- Capital Strategies - Laredo
- Capital Strategies - Lubbock
- Capital Strategies - Pflugerville
- Capital Strategies - Plano, Kaufman
- Capital Strategies - S Zapata Hwy
- Capital Strategies - San Antonio
- Cornerstone Financial
- Invest Central
- Paul Scioli of Capital Strategies
- PFG Advisors
- Ray Financial Group
Managing Partners
Todd E. Holt
Co-CEO & General Agent, Capital Strategies
Michael Priede
Co-CEO & General Agent, Capital Strategies
Featured Financial Professionals
Jens F. Busch, Jr
Capital Strategies
Focus:
- Insurance Strategies
- Investment Strategies
- Financial Education
- Group Benefits
- Show More
Languages:
- English
Our Financial Professionals
Chase Kincannon
CLU®, ChFC®, CFBS
Capital Strategies
Focus:
- Insurance Strategies
- LGBTQ
- Investment Strategies
- Business Owners
- Show More
Languages:
- English
Querube Montoya
Capital Strategies
Focus:
- Insurance Strategies
- Retirement Strategies
- Financial Education
- Investment Strategies
Languages:
- English, Spanish
Richard "Rick" Otis
CPA*, CLTC®
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
Shay Williams
ChFC®, RICP®, CASL®, CLU®
Capital Strategies
Focus:
- Insurance Strategies
- Investment Strategies
- Retirement Income Planning
- Risk Management Strategies
- Show More
Languages:
- English