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.

Our Austin Team

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in the Austin area

Franklin Anucha

Agency Technology Specialist

Michael Bayer

Advanced Market Director

Advanced Markets Director

Peter Berardino

Registered Representative

Geralyn Brotherman

New Business Team Leader

Tracy Brown

Financial Planner

Jens Busch Jr.

Financial Planner

Catlin Cermak

Bookkeeper

Travis Cloud

Financial Planning Director

James L. Cox III

Financial Advisor

Joe Croshaw

Financial Planner & Investment Advisor Representative

Brad Dickson

Investment Advisor Representative

Guy Draper

Financial Planner

Cole Essman

Financial Planning Specialist

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Juan Pablo Estavillo Espinosa

Financial Services Representative

Tomball, TX. / Houston, TX.

Analisa Garcia

MMLIS Agency Assistant

Christian Harden

Financial Advisor

Michael Harkin

Investment Advisor Representative

Anita Hawks

Financial Planner

Kristi Jackson

New Business Analyst

Dorothy Jones

Financial Planner

Paul Mayhew

Financial Advisor

Jeff McCrary

Financial Services Representative

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John McDermott

Financial Services Representative

Hershel Meriwether II

Investment Advisor Representative

Jacob Moreno

Financial Advisor

William Olsen

Senior VP*

Noah Ozgo

Vice President, Director of Investments

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Joshua Pearson

Financial Services Representative

Jonathan Pettry

Financial Services Representative

Stefani Price

Financial Advisor

Gary Raymond

Financial Advisor

Don Roberts

Financial Services Representative

Brooks L. Robinson

Financial Services Representative

Greg Rychlik

Financial Advisor

Nathan Serven

Financial Advisor

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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Capital Strategies
Privacy Overview

Privacy Policy

This Privacy Policy ("Policy") applies to csomtx.com, and Capital Strategies ("Company") and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to the Company include csomtx.com. The Company's website is a news and information site. By using the Company website, you consent to the data practices described in this statement.

Collection of your Personal Information

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

Sharing Information with Third Parties

The Company does not sell, rent, or lease its customer lists to third parties.

The Company may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services tothe Company, and they are required to maintain the confidentiality of your information.

The Company may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on the Company or the site; (b) protect and defend the rights or property of the Company; and/or (c) act under exigent circumstances to protect the personal safety of users of the Company, or the public.

Automatically Collected Information

The Company may automatically collect information about your computer hardware and software. This information can include your IP address, browser type, domain names, access times, and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding the use of the Company's website.

Links

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Right to Deletion

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

 - Delete your personal information from our records; and

 - Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

 - Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, and provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;

 - Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

 - Debug to identify and repair errors that impair existing intended functionality;

 - Exercise free speech, ensure the right of another consumer to exercise his or her right of free speech, or exercise another right provided for by law;

 - Comply with the California Electronic Communications Privacy Act;

 - Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

 - Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

 - Comply with an existing legal obligation; or

 - Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Children Under Thirteen

The Company does not knowingly collect personally identifiable information from children under the age of 13. If you are under the age of 13, you must ask your parent or guardian for permission to use this website.

Email Communications

From time to time, the Company may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

If you would like to stop receiving marketing or promotional communications via email from the Company, you may opt out of such communications by replying STOP.

External Data Storage Sites

We may store your data on servers provided by third-party hosting vendors with whom we have contracted.

Changes to This Statement

The Company reserves the right to change this Policy from time to time. For example, when there are changes in our services, changes in our data protection practices, or changes in the law. When changes to this Policy are significant, we will inform you. You may receive a notice by sending an email to the primary email address specified in your account, by placing a prominent notice on our Capital Strategies, and/or by updating any privacy information. Your continued use of the website and/or services available after such modifications will constitute your: (a) acknowledgment of the modified Policy; and (b) agreement to abide and be bound by that Policy.

Contact Information

The Company welcomes your questions or comments regarding this Policy. If you believe that the Company has not adhered to this Policy, please contact the Company at:

Capital Strategies
317 Grace Lane Suite 250
Austin, Texas 78746

Email Address:
arc@financialguide.com

Phone Number:
512-346-6020

Effective as of May 19, 2025