Robert Turner, CLU®, ChFC®, AIF®

President & CEO

(919) 719-3800

rturner@capfs.com

John Amendola, CPA

Financial Advisor

919-272-3930

jamendola@capfs.com

Ryan Baquero

Financial Advisor

919-719-3818

rbaquero@capfs.com

Rena Bell

Client Service Associate

(919) 719-3805

rbell@capfs.com

Devin Butler, CFP® , AIF®, CRPC®

Financial Advisor

(919) 719-3801

dbutler@capfs.com

Paul Cappuccio

Chief Operations Officer

(919) 719-3826

pcappuccio@capfs.com

Earl Chesson, CLU®, ChFC®, CAP

Chartered Advisor in Philanthropy

(919) 403-1234

echesson@capfs.com

Steven Consiglio, MS, BFA™

Financial Planner

(804) 665-1523

sconsiglio@capfs.com

Jill Davenport

Client Service Representative

(704) 643-0139

jdavenport@capfs.com

Karen DeVries

Practice Administrator

(704) 643-0165

kdevries@capfs.com

Trannis Dean

Client Services Associate

919-719-3808

tdean@capfs.com

Jeff DiGiantommaso, CLTC

Financial Representative

(336)778-2697

j.digi@capfs.com

Price Chipley French CLU®, RFC®

Financial Advisor

(919) 719-3831

pcfrench@capfs.com

M. Sean Godwin

Financial Advisor

(919) 719-3849

sgodwin@capfs.com

Shane Gurganus, CFP®, ChFC®, AIF®

Financial Planner

(704) 643-0156

sgurganus@capfs.com

Daniel Haines, CFP®, AEP®

Financial Advisor

(919) 719-3825

dhaines@capfs.com

Matthew Hall, CFP®

Financial Planner

(919)719-3837

matthall@capfs.com

Ashley Howell, AIF®

Director of Compliance

(919) 719-3834

ahowell@capfs.com

F. Lawrence Jones, CFP®, MBA

Client Service Specialist

(704) 643-0147

ljones@capfs.com

Andrew King, AIF®, RICP®,  LUTCF

Financial Planner

704-643-0408

aking@capfs.com

Emilee Lane

Client Service Associate

919.719.3815

elane@capfs.com

Heather Lawson

Client Experience Coordinator

(919) 546-0400

hlawson@capfs.com

Trevor Lawson, CFP®, AIF®, RICP®, TPCP® , ChFC® , CLU®, CDFA®

Financial Advisor

(919) 719-3816

tlawson@capfs.com

Paula Ledbetter

Operations Specialist

pledbetter@capfs.com

Marianne Lile

Customer Service and Operations Support

(919) 719-3819

mlile@capfs.com

Stella Maloney

Administrative Assistant

(919) 719-3841

smaloney@capfs.com

Krista McConnell

Practice Manager

(919) 571-7410

kmcconnell@capfs.com

Carter McDowell

Financial Advisor

(919) 719-3814

cmcdowell@capfs.com

Mandi Miglino

Compliance Operations Associate

(919)719-3842

mmiglino@capfs.com

Kathy Palmer

Practice Manager

(919) 719-3828

kpalmer@capfs.com

Nick Pangakis, RICP®, FSCP®, LUTCF

Financial Advisor

(984) 205-8060

npangakis@capfs.com

Nicholas Pino, CFP®, AIF®

Financial Planner

(919) 719-3811

npino@capfs.com

Chessie Ralston

Chief Marketing Officer

(919) 719-3809

cralston@capfs.com

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

(919) 719-3853

arose@capfs.com

Sarah Stott

Client Service Coordinator

(919) 546-0400

sstott@capfs.com

Summer Smith

Business Development and Advisor Engagement

(919) 524-6962

summersmith@capfs.com

William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor

(919) 719-3839

wsmith@capfs.com

Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

Advanced Planning Advisor

(919) 719-3817

ssorrell@capfs.com

Spencer Teddy

Client Solutions Specialist

919-719-3804

steddy@capfs.com

Julie Thomas

Executive Assistant

(919) 719-3802

jthomas@capfs.com

Kent Thompson, CFP®, MSFS

Financial Advisor

(919) 719-3824

kthompson@capfs.com

Josh Wall CFP®, ChFC®, RICP®, WMCP®, CLU®

Wealth Management Advisor

(336) 214-2787

jwall@capfs.com

Nathan Weir, CFP®, AIF®, RICP®

Financial Planner

(704) 643-0136

nweir@capfs.com