Austin

CAPITAL STRATEGIES

Our Austin Location

Our Austin office is the main office for our wide-reaching company. Capital Strategies covers a great deal of territory, from Austin to San Antonio to the shoreline in Corpus Christi to the southern tip of the Rio Grande Valley, along the entire border of Texas to El Paso, and finally landing in Albuquerque, New Mexico. Although we cover a great deal of geography, our organization of nearly 300 people feels part of a very special organization because of the way we treat everyone as an individual with the dignity and respect they deserve.   If you are a financial professional and want to see what a firm of the future looks like, reach out to us, we would love to talk. 

Austin is full of a diverse group of financial professionals and staff ready to serve our clients. The feeling of pride, fellowship, and common loyalty shared by the office members is evident the first time you walk in the door. You will not miss the commitment and concern we have for others.   We don’t take ourselves too seriously; we understand it is about the journey, not just the destination.   We stand ready to take your financial journey with you. Stop by and say hello.

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Our Austin Team

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Franklin Anucha

Agency Technology Specialist

Michael Bayer

Advanced Market Director

Advanced Markets Director

Matthias Benitez

Financial Services Representative

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Peter Berardino

Registered Representative

Geralyn Brotherman

New Business Team Leader

Tracy Brown

Financial Planner

Jens Busch Jr.

Financial Planner

Ai Cai

Financial Services Representative

Catlin Cermak

Bookkeeper

Travis Cloud

Financial Planning Director

Joe Croshaw

Financial Planner & Investment Advisor Representative

Brad Dickson

Investment Advisor Representative

Guy Draper

Financial Planner

Juan Pablo Estavillo Espinosa

Financial Services Representative

Tomball, TX. / Houston, TX.

Michael Harkin

Investment Advisor Representative

Anita Hawks

Financial Planner

Kristi Jackson

New Business Analyst

Dorothy Jones

Registered Representative

Lisa Macbeth

Financial Services Representative

Frank Marra

Senior VP* – Austin

Paul Mayhew

Financial Advisor

Jeff McCrary

Financial Services Representative

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John McDermott

Financial Services Representative

Hershel Meriwether II

Investment Advisor Representative

William Olsen

Senior VP*

Jonathan Pettry

Financial Services Representative

Stefani Price

Financial Advisor

Gary Raymond

Financial Advisor

Don Roberts

Financial Services Representative

Brooks Robinson

Financial Services Representative

Greg Rychlik

Financial Advisor

Nathan Serven

Financial Advisor

Jonathan Soto

Registered Representative

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Sarah Stackpole

Financial Advisor

Reynaldo Stoddart

Senior VP* – Austin

Frank Stogner

Compliance Officer

Lucas Vasquez

Registered Representative

Ryan Woolhiser

Chief Investment Officer

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