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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in the Austin area

Franklin Anucha

Agency Technology Specialist

Geralyn Brotherman

New Business Team Leader

Catlin Cermak

Bookkeeper

Kristi Jackson

New Business Analyst

Michael Bayer

Advanced Market Director

Peter Berardino

Registered Representative

Sean Briscombe

Financial Services Professional

Tracy Brown

Financial Planner

Jens Busch Jr.

Financial Planner

Ai Cai

Financial Services Representative

Cyler Clifton

Financial Planner

Travis Cloud

Advanced Market Consultant

Joe Croshaw

Financial Planner & Investment Advisor Representative

Devon Darden

Financial Services Representative

Brad Dickson

Investment Advisor Representative

Guy Draper

Financial Planner

Bruce Garrison

Investment Advisor Representative

Michael Harkin

Investment Advisor Representative

Anita Hawks

Financial Planner

Chase Kincannon

Investment Advisor Representative

Brian Litowitz

Financial Advisor

Lisa Macbeth

Financial Services Representative

Paul Mayhew

Financial Advisor

John McDermott

Registered Representative

Hershel Meriwether II

Investment Advisor Representative

William Olsen

Senior VP*

Richard Otis

Financial Advisor

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

Ronald Scott

Registered Representative

Nathan Serven

Financial Advisor

Sarah Stackpole

Financial Advisor

Paul Tearson

Financial Planner

Bruce Upham

Financial Planner

Lucas Vasquez

Registered Representative

Shay Williams

Investment Advisor Representative

Frank Marra

Senior VP* – Austin

Reynaldo Stoddart

Senior VP* – Austin

Frank Stogner

Compliance Officer

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