Capstone Announces Team Member Promotions

Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team:  John Koenig, CFP®, James Marquez, CFP®, and Paul Schee, CFP®, CIMA®, all to Wealth Advisors; Kari McKinley, CFP® to Senior Financial Planner; and Laura Maher to Client Service Specialist.  

Capstone’s greatest asset is our people. These promotions reflect our commitment to developing and promoting top talent from within and to recognizing strong performance and dedication to superior client services.

All five team members have demonstrated strong technical competency and leadership in their current roles and have placed a high priority on strengthening client relationships. In addition, each has lent their hand in areas of the organization above and beyond their core job description, including sharing their expertise to help develop their peers.

Capstone looks forward to seeing John, James, Paul, Kari, and Laura excel in their new roles and congratulates them on their advancement!

Capstone Financial Advisors is an independent financial advisory firm built on a solid foundation of market knowledge and personalized client service. Our team of professionals is committed to helping our clients enhance their financial success and achieve their dreams. The core of Capstone’s client service structure is our Service Teams, consisting of Senior Wealth Advisors, Wealth Advisors, Financial Planners, and Client Service Specialists.