By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. We are a MassMutual agency and have been steadily growing since our firm was founded in Atlanta in 1886. Today, it is still our vision to help our clients navigate the complexities of managing wealth and will continue to deliver the same customized solutions now as we have since our start.

Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive. By asking the right questions, and intuitively listening to your answers, we set the groundwork. Then, we work with you and our extended team of partners to craft an individualized financial plan to help you achieve your goals. Various perspectives and possibilities are considered to give you a customized, thorough strategy for wealth accumulation and preservation. Your goals, your priorities, your dreams, your decision.

Please call us if you have any questions about our firm or the range of financial products and services we provide.

Securities and investment advisory services offered through registered representatives of MML Investors Services, LLC, Member SIPC. 3550 Lenox Road Northeast, Suite 1100, Atlanta, GA 30326. (404) 261-8900.

 Capstone is not a subsidiary of MassMutual or its affiliated companies.

Insurance

Capstone Financial, LLC

Capstone Financial, LLC's headquarters in Atlanta, GA, United States

David L. Smith

Whit Sanning

Nicky Knodle

Mike Woods

Michael Davis

Seth Cohn

Jonathan Ward

Austin R. Farmer

Dillon Smith

Joann Mylan Phan

Doug Stewart

Miles R. Leslie

Austin White

The Financial Services Team at Capstone Financial, LLC is dedicated to providing clients with individualized financial planning and wealth management strategies. Through a consultative, collaborative, and comprehensive approach, the team works closely with clients to set financial goals and build tailored plans to achieve them. They utilize various perspectives and leverage their expertise in financial planning, investment advisory services, and wealth preservation to create customized solutions that align with clients' priorities and dreams. The team includes a range of experienced professionals such as Financial Services Representatives, Financial Strategists, Certified Financial Planners, and Financial Advisors, all focused on helping clients navigate the complexities of managing wealth.

Financial Services Team

The Leadership Team at Capstone Financial, LLC is responsible for setting the strategic vision and overall direction of the company. Comprised of senior executives such as the CEO, CFO, and various Vice Presidents, this team ensures regulatory compliance, oversees financial performance, drives business development, and manages advanced sales and client services. They work collaboratively to provide comprehensive and customized financial solutions for clients, ensuring the firm’s continued growth and adherence to its consultative, collaborative, and comprehensive approach.

Leadership Team

The Executive Management team at Capstone Financial, LLC is tasked with steering the firm’s strategic direction, ensuring regulatory compliance, managing financial operations, spearheading business development, and leading advanced sales initiatives. They also focus on fostering new business relationships, optimizing the firm's growth opportunities, and maintaining high-level client satisfaction.

Executive Management

The Operations Team at Capstone Financial, LLC ensures seamless internal processes, facilitating efficient talent acquisition, sales support, and case design. This team coordinates recruitment strategies, manages sales workflows, and oversees the development of customized financial plans, all to maintain the high standard of service that Capstone Financial is known for.

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Capstone Financial, LLC

Org chart

Teams

Financial Services Team

Leadership Team

Executive Management

Operations Team

Offices

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Capstone Financial, LLC

Org chart

Teams

Financial Services Team

Leadership Team

Executive Management

Operations Team

Offices

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