CIM - Key Persons
Angie is Capital Investment Management's client review specialist. Her main role is to prepare client's annual reviews to ensure all accounts are well-maintained and accurately represented.
Angie attended Missouri Western State University and the University of Missouri Kansas City, earning her master's degree in learning disabilities. Angie comes from a teaching background and spent 30 years in elementary education before transitioning to the financial services industry eight years ago. She has been with Capital Investment Management for six years. As a member of our team, Angie has the unique joy of serving past students and their parents from her teaching days.
Outside of work, Angie enjoys spending family time with her husband and two adult daughters, traveling, and boating on the weekends. Additionally, she loves to walk her dogs and organize anything she can get her hands on.
David is one of Capital Investment Management's trusted financial advisors, faithfully serving clients since 1988. He loves working closely with individuals and families to solve their financial concerns and guide them toward achieving their goals.
David graduated from the University of Missouri in 1987 with a bachelor's degree before joining the financial services industry. As a CERTIFIED FINANCIAL PLANNER™ professional, he acts as a fiduciary and always puts clients' interests first. David has had the pleasure of working with our clients for over 25 years.
Outside of the office, David enjoys spending time on the golf course and traveling. He has been happily married to his wife, Tammy, since 1997 and they have three adult children; Olivia, Caroline, and Andrew.
Job Titles:
- Client Service Specialist
JoAnn is a client service specialist at Capital Investment Management, where she serves clients with their appointments, distribution request from their retirement accounts and client events. She also assist in managing our advisors' schedules.
JoAnn joined the firm in 2023. Her favorite part of the position is meeting working with clients. She also also enjoys helping the team build strong relationships with the clients. JoAnn earned her Bachelor of Arts in Business Administration from Baker University.
Outside the office, JoAnn loves spending time with her husband of 15 years and their two daughters. She also enjoys attending their sporting activities such as swim league and recreational soccer. Her hobbies consist of vacationing with her family and going on long walks with her Goldendoodle, Roxy. JoAnn also volunteers teaching religion classes at St. Margaret of Scotland Catholic Church. She also enjoys working with Girls Scots of America with weekly activities and summer camp.
As one of Capital Investment Management's trusted financial advisors, Matthew's purpose is to help clients make favorable financial planning decisions and be their voice of optimism. Seeing his clients succeed through challenging or uncertain circumstances is what drives Matthew to go above and beyond.
After attending Kansas State University and earning a bachelor's degree, he went on to receive his Master of Business Administration degree from Rockhurst University. He has been in the financial industry since 2008 and with Capital Investment Management since 2016. As a CFP® professional, he acts as a fiduciary to help guide clients to better financial outcomes.
Matthew is a proud family man. He is happily married to his wife, Alisha, and they keep busy watching their four children, Zach, Brad, Jack, and Lily, grow. Matthew holds memberships in Lee's Summit Chamber of Commerce, Financial Planning Association, and the Society of Financial Services Professionals. He enjoys spending his time gardening, hiking, reading, and traveling.
Job Titles:
- Director of Client Services
Michelle serves as our director of client services, where she assists our clients throughout the onboarding process. She also handles brokerage and account maintenance requests such as rollovers, distributions/contributions, new accounts, beneficiary updates, and much more. Michelle loves getting to know our clients and helping them take the first step in their retirement journey.
Michelle earned a bachelor's degree in accounting from the University of Central Missouri. She has been a part of the financial services industry for over 20 years, and joined Capital Investment Management in 2017 where she greatly enjoys working directly with our clients.
Michelle is happily married and has two sons. Outside of work, she loves reading, crafting, spending time with her family and dog, and watching Netflix with her husband.
Job Titles:
- Client Service Specialist
As one of Capital Investment Management's client review specialists, Nan handles a number of tasks including client onboarding and client reviews. In addition, she also assists clients with distributions from their retirement accounts.
Nan previously attended Missouri Southern State University, where she earned her degree in accounting. She has been a part of the financial industry for over 30 years, and joined our team in 2018.
Outside of work, Nan loves spending time with her family. She and her husband, Joe, have been married for over 30 years and have two sons and one daughter. They are very excited to welcome their first grandchild into the family in 2023. Nan is a devoted member of St. Margaret's of Scotland Catholic Church, where she enjoys teaching children's liturgy. Nan's hobbies include boating, water skiing, exercising, and reading.
Having over two decades of experience in the financial services industry, Troy is an essential asset to the advisor team at Capital Investment Management. He enjoys getting to know his clients and assisting them in reaching their retirement and financial goals. Troy values building relationships with his clients throughout their retirement planning journey.
Troy attended Fort Hays State University where he achieved his bachelor degree. Troy has been involved in the industry for nearly 25 years, and has spent 21 of those years with us at Capital Investment Management.
Outside of the office, Troy loves to spend time with his wife and three children going on new adventures. Troy enjoys traveling, playing percussion, and spending time with his pets. He also devotes his time away from work volunteering at his children's colleges.