CAPITAL FINANCIAL - Key Persons
Job Titles:
- Advisor
- Financial Advisor
- Registered Representative and Investment Advisor
Andrew operates his own personal book of business as a Financial Advisor. His primary goal is to provide families and business owners with assistance in building their financial freedom. Andrew can assist with wealth management, protection strategies, investment strategies, retirement solutions and tax-minimizing strategies. He has the skills, knowledge and expertise required to help meet his client's personal goals. In addition to these services, Andrew can also help clients prepare through all stages of life via comprehensive financial planning.
Andrew joined Capital Financial Strategies in 2017 and he brings over 12 years of Industry experience, which includes a role as Financial Advisor at BBVA Compass Investments Solutions. Additionally, he has a vast majority of banking and lending experience with over 10 years in the industry where he was a Preferred Banker at Compass Bank, Wells Fargo Financial, and PNC Bank in his home town of Pittsburgh, Pennsylvania.
Andrew is a Registered Representative and Investment Advisor Representative whose securities registrations include, Series (7, 63 and 65), along with his life and annuity license. Andrew received his college education at Mercyhurst College in Erie, Pennsylvania where he received his Bachelor's degree in Criminal Justice. Andrew played four years of Division I Men's Volleyball and continued to play professional beach volleyball when he moved to Jacksonville, Florida fourteen years ago.
Andrew resides in St. Johns County with his beautiful wife and two wonderful daughters.
Job Titles:
- Special Projects Coordinator
Cathy McAlister is neither affiliated nor registered with Cetera Advisor Networks LLC. Any information provided by Cathy is in no way related to Cetera Advisor Networks LLC nor its registered representatives.
Colin's commitment to providing financial strategies on a comprehensive basis stems from his own personal experience of observing his friends and family navigate financial challenges without a preexisting plan. After graduating with a Finance degree at Nichols College, he worked as a broker at Merrill Lynch where he began to master the intricacies of the investment market. After gaining a wealth of knowledge during his day-to-day operations, Colin transitioned to Prudential where he had the opportunity to gain experience on the protection side of his client's financial picture. Driven by his dedication for a comprehensive approach as a Financial Advisor, Colin joined Capital Financial Strategies, a firm that prioritizes educating individuals while implementing personalized strategies for each family they work with.
When Colin is not in the office, he is usually out at the local dog park with his fiancé Becca and puppy Luna or spending time with his family on their boat.
Job Titles:
- Advisor
- Financial Advisor
- Investment Advisor
- Representative
Job Titles:
- Advisor
- Investment Advisor
- Representative
Job Titles:
- Advisor
- Member of the National Association of Insurance and Financial Advisors
- Registered Representative
Harrison Christian is one of our experienced Registered Representatives. He has been with Capital Financial Strategies since 2019 and has been doing a great job serving his clients ever since. Harrison has been in the financial servicing industry since 2013.
Harrison is a member of the National Association of Insurance and Financial Advisors (NAIFA) and spends some of his free time participating with the University of North Florida Associations. He has an office in Jacksonville, FL and Gainesville, FL
Job Titles:
- Advisor
- Registered Representative
Kyle has over 8 years experience in the Senior Health and Life Insurance business. During Kyle's time in the insurance business it became evident that so many people require help with their finance and investment objectives, so he made the decision to transition into the financial service industry. His passion is helping individuals and families as well as small business owners plan for their futures. Prior to entering the financial services business Kyle spent over 20 years in the Florida education system including years as a teacher and dean. He also coached football for 27 years, serving as Head Football Coach for 7 of those years.
Kyle is a graduate of Charter Oak State College with a bachelor's degree in History. A lifelong Floridian, he currently resides in Middleburg, Florida with his wife Mary Gayle and 2 children, Caroline and Will. When he's not working, Kyle enjoys boating, golfing and other outdoor activities.
Kyle currently holds the Series 7 General Securities Representative registration, Series 63 Uniform Securities Agent registration, Series 65 Uniform Investment Advisor registration, and the State of Florida 2-15 Life, Health, and Variable Annuity registration. He is a Registered Representative and an Investment Advisor Representative of Cetera Advisor Networks LLC.
Job Titles:
- Advisor
- Chief Investment Officer
Job Titles:
- Advisor
- Financial Advisor
- CERTIFIED FINANCIAL PLANNER
Matthew Holibaugh is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Advisor with Capital Financial Strategies. Matthew's primary goal is to become your most trusted, lifelong Financial Advisor. He has over 12 years experience with wealth and asset management. Prior to joining Capital Financial Strategies, he advised clients in portfolio management at Fidelity Investments.
Matthew can assist with wealth management, protection strategies, investment strategies, retirement solutions and tax-minimizing strategies. He has the skills, knowledge and expertise required to help meet his client's personal goals. In addition to these services, Matthew can also help clients prepare through all stages of life via comprehensive financial planning.
In addition to holding his CFP®, Matthew holds his Series 7 (General Securities), 63 (Securities State Law), 66 (Investment Advisor) registrations and his State of Florida 2-15 (Life Health and Variable Annuity) licenses. Matthew received his degree Bachelor of Business Administration from the University of North Florida with a major in Business Management.
Matthew grew up in New Jersey but has lived in the Jacksonville area for 20 years. Matthew and his amazing wife, Melanie currently live in the World Golf Village area of Saint Augustine with their two sons Christian and Austin.
Job Titles:
- Advisor
- Financial Advisor
- Investment Advisor
- Representative
Michael Starkey is a registered representative and investment advisor representative of Cetera Advisor Networks LLC.
Job Titles:
- Advisor
- Financial Professional
Rob Jennis is an experienced financial professional at our firm.
Job Titles:
- Advisor
- Senior Wealth Manager
Job Titles:
- Advisor
- CEO
- President
- President and CEO of Capital Financial Strategies in Jacksonville, Florida
Ken Forrester is President and CEO of Capital Financial Strategies in Jacksonville, Florida. He has been in the financial services business for 35+ years dating back to 1982. Over his career, Ken has held numerous sales and management positions in the industry from Financial Advisor, Unit Sales Director, Mentor, General Agent and Managing Partner.
Capital Financial Strategies and Ken specialize in several areas which include Business Insurance, Estate Planning, Retirement Planning, Investment and Advisory business. As an affiliate instructor with the Financial Education Network Ken most recently has taught classes in Retirement Planning held at the University of North Florida. His primary goal today is to work with his clients and to help Capital Financial Strategy associates continue to grow and expand their footprint in the Southeast.
Ken is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC and his securities registrations include series 6, 7, 24, 63 and 65 as well as Life, Accident and Health Insurance licenses.
Ken graduated from the University of Alabama in 1982 with a business degree and immediately entered the financial services business. He has been married for 24 years, has two children and is a lifelong Florida resident. His hobbies include all sports, especially college football, reading and travel.