Wes is the Chief Investment Strategist at Capital Investment Advisors (CIA), bestselling author of You Can Retire Sooner Than You Think, and host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show. He writes about retirement and the current financial events. Read Wes’ Full Bio
Bob loves to share happy stories with happy retirees. As one of Wes’ textbook happy retirees, Bob enjoys traveling with his wife and three children, but when at home he can be found either volunteering at his local food bank or on the golf course.
As a CERTIFIED FINANCIAL PLANNER™, Bill provides individual portfolio management services and advises clients on a variety of other financial decisions. Besides spending time with his wife Megan and two dogs, Bill enjoys playing golf, going on jogs with his larger dog, Phil, and watching his alma mater’s Buckeyes on a fall football Saturday.
Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is co-author of the New York Times bestseller Personal Benchmark: Integrating Behavioral Finance and Investment Management and founder of Nocturne Capital.
Kristin Curcio is an investment advisor with Capital Investment Advisors based in Atlanta, GA, and has over ten years of experience in the financial services industry. She is focused on helping others achieve their financial planning goals and strives to help every client make sound financial decisions. Kristin is passionate about financial education and especially in helping to increase financial literacy with other women.
As the author of more than 100 publications in the field of sports medicine, arthroscopic surgery and hip injuries, Dr. Domb lectures and teaches courses regularly for orthopaedic surgeons around the country. He often writes about healthcare for retirees.
Ryan Ely is an investor, writer, producer, and good times enthusiast. His work has been cited in Investment News, Yahoo! Finance, Wall Street Journal, Financial Times, and CNBC. His work as a producer can be heard each week on Money Matters with Wes Moss.
Amanda L. Grossman is the creator and owner of FrugalConfessions.com, where she talks about how to live a VIP life on an average paycheck. She, her husband, their baby Conner, and their two cats (Lyla Bear and Danny Boy) live in a fixer-upper in Houston TX. Together, they paid off $25,000 of their remaining debt just four short years ago.
Mallory Hesketh is the Marketing Director for Capital Investment Advisors and works with Wes Moss to ensure that we always provide captivating content. Her passion for travel and pop culture often inspires her articles, and she’s a sucker for feel-good stories too.
Jeff is the Managing Director of National Sales for Capital Investment Advisors (CIA). He helps companies understand how CIA’s income investing strategy works, and to see if it would be a good fit for their clients’ portfolios. His unique experience working in Charitable Planning has given him an understanding of how best to make these connections between outside financial groups, clients and CIA.
In 2007, Nancy got her Real Estate license and soon became one of Atlanta’s Million Dollar agents, among the top 5% in the metro area. Ready for another challenge, Nancy got her builder’s license, started Harris Park Homes and has developed two in-town neighborhoods, She also loves renovation and demolition work, and sharing her knowledge of real estate.
Elizabeth is the Marketing Associate for Capital Investment Advisors. She is a recent college graduate from The University of Georgia with a Bachelor of Arts in Communication Studies. Elizabeth loves to write about health, wellness and travel.
James Lewis is a CERTIFIED FINANCIAL PLANNER™ and an investment advisor for Capital Investment Advisors (CIA). He serves as the company’s go-to resource for many of Capital’s clients, helping families and individuals maximize their lifetime, spousal, and survivor benefits.
Harris’ passion rests in developing retirement income plans to help those planning to retire, or those already retired. He is active in his church at All Saints Episcopal, as well as, a leader in his son’s cub scout den. Harris is also an avid international traveler and cook and loves to fly-fish on the Chattahoochee.
Laura Madrid is the owner and founder of Resort to Laura Madrid, a luxury travel consulting business that arranges bespoke travel for a fiercely loyal clientele. Before starting her own business, Laura spent 20 years as a senior manager in the luxury hotel industry with Four Seasons Hotels and Resorts, St. Regis Hotels & Resorts, and The Ritz-Carlton Hotel Company. Here she shares ideas on how you can have the ultimate getaway.
Patrick Malloy is an investment advisor and CERTIFIED FINANCIAL PLANNER™ for Capital Investment Advisors (CIA). He joined the team in 2015 but he has been in the financial services profession for more than 15 years. Having spent a decade in the annuity industry, Pat is a good resource for people seeking to understand many of the complicated features and benefits of different annuities.
Miguel Ortigao, CFP® is an investment advisor for Capital Investment Advisors (CIA). Outside of helping families and individuals, Miguel is involved with organizations like Chris 180 and Children’s Healthcare of Atlanta. On the weekends, you can find him playing golf or volleyball. He is an avid fisherman and enjoys being on the water.
Mitch Reiner is a Partner, COO and Investment Advisor with Capital Investment Advisors (CIA). He identifies three core pillars that define his time and life: family, business, and community. Mitch is also passionate about leadership and sports, often connecting the dots between the two.
Richardson is an Associate Broker for Keller Williams and an Attorney at HLR Law. He is a member of the Atlanta Board of Realtors, the Georgia Association of Assessing Officials and the Real Property Section of the Georgia Bar. He has been admitted to practice before the Supreme Court of Georgia and the Court of Appeals of the State of Georgia.
Erica Sandberg is an advice columnist and reporter for CreditCards.com, and blogger for The Credit Solutions Program. She’s the author of Expecting Money: The Essential Financial Plan for New and Growing Families and host of Adventures with Money, an interview-format podcast which covers all the ways people can live well, no matter how much they earn owe, or own.
Al is the president and owner of Schiebel & Associates, LLC and has been in the insurance industry since 1996. He has been assisting individuals and businesses with their employee benefits, primarily health, dental, vision and life insurance since 1998. Here he offers great insight into the complicated world of health insurance.
Dan Stickel is the Founder and CEO of EstateExec. With both an undergraduate and a graduate degree from Harvard University, Stickel is a former Google Executive and serial entrepreneur. Motivated by his experience serving as the executor for his parents’ estates, he founded EstateExec to bring the process forward from the 18th century to the 21st.
Walter Updegrave is the editor of RealDealRetirement.com, a site that offers easy-to-follow advice on all aspects of retirement planning. Walter previously wrote the widely followed Ask the Expert column for CNNMoney.com and was a long-time editor at MONEY Magazine.
Carol loves to share happy stories with happy retirees. She enjoys spending her free time in retirement with her grandchildren, quilting, reading and working on jigsaw puzzles. Carol lives in Atlanta with her husband, Frank, and two cats, Felix and Bandit.