Capstone Financial Partners – Educational Series

Prior to joining Capstone Financial Partners LLC, Alex was a Portfolio Manager and Senior Private Client Advisor with Wells Fargo Advisors.  He also spent time as an Investment Strategist and Portfolio Manager for Wells Fargo Private Bank where he worked with high net worth clients to build portfolios that help them address their investment objectives while managing risk.

Alex’s background includes being a founding partner of an independent wealth management firm in Richmond. His role in this small business was a hybrid that included portfolio management, investment strategy, CFO and compliance. His background also includes nearly 20 years of institutional investing experience, much of which was spent as an equity research analyst.

Alex is a CFA®.  It takes three years and three rigorous annual exams to earn the Chartered Financial Analyst (CFA®) designation.  The designation signifies a foundation in advanced investment analysis and portfolio management.  Alex received his B.S.B.A. from the University of Richmond and his M.B.A. from Georgia State University.

Alex grew up in Augusta, GA where he developed a love for golf.  Away from the office, Alex spends his free time with his wife, Allyson, playing golf with his son, Tyler, and spending time with his daughter, Lilly, when she’s home from college.

Licenses

FINRA Series 7 (General Securities Representative), Series 66 (NASAA Uniform Combined State Law) held through LPL.

Series 9 & 10 (General Securities Sales Supervisor-Options License) held through LPL.

Chartered Financial Analyst - CFA

Office: (804) 270-7626, ext. 1730

As a Financial Advisor, April has a deeply rooted belief that her clients need to understand how their present financial circumstances will affect their financial future.  She is dedicated to teaching the principles necessary for developing a successful plan and then seeing that plan through to the finish.  April sets her clients at ease very quickly with her comfortable approach and conversational style.

 April knows the importance of achieving financial security and how to navigate the many obstacles that can get in the way.  She is passionate about educating women on how financial planning can help achieve self-reliance for themselves and their families.

April enjoys running, hiking, and spending time with her family and friends.

Licenses

FINRA Series 7 (General Securities Representative), Series 63 (NASAA Uniform Securities Agent State Law), Series 26 (Investment Company and Variable Contracts Products Principal) Series 66 (NASAA Uniform Combined State Law). Life, Health and Annuities licensed.

Office: (804) 270-7626 ext. 1731

As a Wealth Manager with Capstone Financial Partners, Marcel has one goal in mind for his clients, to put them first. He has dedicated his professional career to helping people make wise decisions regarding their finances whatever the circumstances might be; investment management, retirement income and estate planning, and social security planning. Regardless of what stage you are in your retirement planning process, Marcel builds a realistic financial plan to help you achieve the lifestyle you want once you leave the workforce. Marcel collaborates with tax professionals and estate planning attorneys to craft a comprehensive and customized retirement plan to help you create a lifetime income stream. As an industry leader, he has assisted retirees, high net-worth individuals, professionals, and small business owners to optimize their wealth and investments.

Capstone Financial Partners’ culture is one of listening to you tell the story of your goals and objectives, then making recommendations while keeping you involved every step of the way. Marcel believes it is an ongoing process of getting to know you, your family, your goals, and diligently monitoring your investments in an ever-changing marketplace.

Marcel is a proud father of three and enjoys spending time with family and friends. He loves to golf, participate in outdoor activities, and enjoys spending time in the Shenandoah Valley!

Licenses

FINRA Series 7 (General Securities Representative) and Series 65 (Uniform Investment Advisor Law Exam). Life, Health and Annuities licensed in AZ, CA, FL, ME, MD, MA, MO, MT, NH, NJ, NY, NC, OR, PA, TX, VA.

Designations

Accredited Investment Fiduciary (AIF); Certification in Long Term Care (CLTC); Certified Fund Specialist® (CFS®)

Office: (804) 270-7626, ext. 1721

Wealth management is not a sprint

As founder and managing partner of Capstone Financial Partners, Rob is responsible for all of the managerial duties that come with running a business. Still, his passion remains wealth management. Rob considers himself a financial personal trainer, helping clients to evaluate their resources and goals, then drawing up a roadmap that connects the two and outlines efficient and achievable steps to progress clients forward. He borrows this disciplined approach from his experience competing in the IRONMAN Triathlon, which requires a mental toughness that focuses on long-range planning for unexpected events ahead. Clients who share this love for feats of physical endurance are in luck: every spring Rob plans a bike trip through the Allegheny and Blue Ridge Mountains, covering 220 miles over the course of three days.

Staying active and finding a balance

Rob is happily married with four children, all of whom enjoy the great outdoors as much as their dad. For Rob, finding the right balance between family, work and exercise is the key to happiness. Making memories with his family at the beach during the summer or running and biking on the open road with clients and friends are just a few of the ways he prefers to pass the time. These activities have the added benefit of keeping Rob in shape both physically and mentally. He is especially fond of the way that exercise brings people together. Taking on a new challenge, alongside clients and friends, is a great way to get to know yourself and loved ones. Rob is active with the Richmond Triathlon Club and a member of Shady Grove United Methodist Church.

Education

Master of Business Administration, University of Richmond; Master in Education, Old Dominion University; Bachelor of Arts in Health, University of Richmond

Licenses

FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) ; Life, Health and Annuities licensed in AZ, CO, CT, FL, GA, MD, MI, NH, NJ, NY, PA, SC, VA.

Designations

Chartered Financial Consultant® (ChFC®); Chartered Life Underwriter® (CLU®).

Office: (804) 622-1724

As client service representative, Stephanie assists Rob and Marcel with client communications, service requests and account processing.

Stephanie lives in Glen Allen with her husband and two children. After work and on the weekends she enjoys working out and spending time with her family.

Education

Master of Education and Instruction, Virginia Commonwealth University; Bachelor of Science in Elementary Education, Bowling Green State University; Professional Endorsement in Administration and Supervision, Virginia Commonwealth University