Capstone Financial

Main Office

3550 Lenox Road NE, Suite 1100
Atlanta, GA 30326

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Scott Greenfield

General Agent

Our Financial Professionals

  1. Kenneth "KC" Adams

    Capstone Financial

    Focus:

    • Insurance Strategies

    Languages:

    • English
    • Raymond Bardoul

      CLU®, ChFC®, AEP®

      Capstone Financial

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Adam Bass

        JD**

        Capstone Financial

        Focus:

        • Insurance Strategies
        • Investment Strategies

        Languages:

        • English
        • Brent Blair

          Capstone Financial

          Focus:

          • Insurance Strategies
          • Investment Strategies

          Languages:

          • English
          • Mary Catherine Bloodworth

            Capstone Financial

            Focus:

            • Insurance Strategies
            • Investment Strategies

            Languages:

            • English
            • James "Jimmy" Carr

              Capstone Financial

              Focus:

              • Insurance Strategies
              • Investment Strategies

              Languages:

              • English
              • Dane Cooper

                LUTCF®

                Capstone Financial

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Adam Corwin

                  Capstone Financial

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies

                  Languages:

                  • English
                  • Michael Davis

                    Capstone Financial

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies

                    Languages:

                    • English
                    • David Feldstein

                      Capstone Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Retirement Income Planning
                      • Business Owners
                      • Show More

                      Languages:

                      • English
                    • William "Bill" Frechtman

                      Capstone Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • Student Loan Refinancing
                      • Business Owners
                      • Show More

                      Languages:

                      • English
                    • Crystal T. Groover

                      CFP®, ChFC®

                      Capstone Financial

                      Focus:

                      • Insurance Strategies
                      • Investment Strategies
                      • LGBTQ
                      • Retirement Income Planning
                      • Show More

                      Languages:

                      • English
                      • Alex J. Hall

                        Capstone Financial

                        Focus:

                        • Insurance Strategies

                        Languages:

                        • English
                        • Joshua C. Harper

                          CFP®, ChFC®, CLU®, RICP®

                          Capstone Financial

                          Focus:

                          • Insurance Strategies
                          • Investment Strategies
                          • Business Owners
                          • Retirement Income Planning
                          • Show More

                          Languages:

                          • English, French
                          • Thomas "Mel" Harwell

                            Capstone Financial

                            Focus:

                            • Insurance Strategies

                            Languages:

                            • English
                            • Jeffery "Jeff" Heard

                              Capstone Financial

                              Focus:

                              • Insurance Strategies

                              Languages:

                              • English
                            • Jason H. Jones

                              CFP®, ChFC®, CLU®

                              Capstone Financial

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • William "Bill" Kastelz

                                Capstone Financial

                                Focus:

                                • Insurance Strategies

                                Languages:

                                • English
                                • Andrew King

                                  Capstone Financial

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Mark J. Lerner

                                    CLTC®, CLU®

                                    Capstone Financial

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • Malcolm Lewis

                                      Capstone Financial

                                      Focus:

                                      • Insurance Strategies

                                      Languages:

                                      • English
                                      • Joshua Lovett

                                        Capstone Financial

                                        Focus:

                                        • Insurance Strategies

                                        Languages:

                                        • English
                                        • Charles Milner

                                          Capstone Financial

                                          Focus:

                                          • Insurance Strategies

                                          Languages:

                                          • English
                                          • Casey Morris

                                            Capstone Financial

                                            Focus:

                                            • Insurance Strategies

                                            Languages:

                                            • English
                                            • Joseph T. Niehoff

                                              Capstone Financial

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Austin Pair

                                                Capstone Financial

                                                Focus:

                                                • Insurance Strategies

                                                Languages:

                                                • English
                                                • Travis Payne

                                                  CFP®, CLU®

                                                  Capstone Financial

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Joann M. Phan

                                                    Capstone Financial

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • John R. Richardson

                                                      ChFC®, CLTC®, CLU®

                                                      Capstone Financial

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Christopher N. Rikard

                                                        Capstone Financial

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • Ryan O. Rouille

                                                          Capstone Financial

                                                          Focus:

                                                          • Insurance Strategies
                                                          • Investment Strategies

                                                          Languages:

                                                          • English
                                                          • Jonathon "Whit" Sanning

                                                            CLU®, ChFC®, CASL®, CLF®, RICP®

                                                            Capstone Financial

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies
                                                            • Business Owners
                                                            • Financial Education
                                                            • Show More

                                                            Languages:

                                                            • English
                                                          • Dillon Smith

                                                            Capstone Financial

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies
                                                            • Business Owners
                                                            • College Funding Strategies
                                                            • Show More

                                                            Languages:

                                                            • English
                                                            • Logan Smith

                                                              Capstone Financial

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Ronny Sulimani

                                                                Capstone Financial

                                                                Focus:

                                                                • Insurance Strategies

                                                                Languages:

                                                                • English
                                                                • Cecilia Tipton

                                                                  Capstone Financial

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Investment Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Patrick Volpe

                                                                    Capstone Financial

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Investment Strategies

                                                                    Languages:

                                                                    • English
                                                                    • Andrew Waller

                                                                      Capstone Financial

                                                                      Focus:

                                                                      • Insurance Strategies

                                                                      Languages:

                                                                      • English
                                                                      • Jonathan L. Ward

                                                                        CFP®

                                                                        Capstone Financial

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Justin Wells

                                                                          Capstone Financial

                                                                          Focus:

                                                                          • Insurance Strategies
                                                                          • Investment Strategies

                                                                          Languages:

                                                                          • English
                                                                          • Andrew White

                                                                            CLU®, ChFC®

                                                                            Capstone Financial

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Investment Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Michael Woods

                                                                              CFP®, CDFA®

                                                                              Capstone Financial

                                                                              Focus:

                                                                              • Insurance Strategies
                                                                              • Investment Strategies

                                                                              Languages:

                                                                              • English
                                                                              CRN202109-253382