Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team:  Sandy Higgins, JD, CFP® to Senior Wealth Advisor, Rosie Warren to Senior Portfolio Operations Analyst, and Claribel Herrera to Senior Operations Administrative Assistant.

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

All three team members have demonstrated strong technical competency and leadership in their current roles. They have placed a high priority on strengthening client and internal 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 and contributing to process-improvement.

Capstone looks forward to seeing Sandy, Rosie, and Claribel 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 skilled and experienced professionals is committed to helping our clients enhance their financial success and achieve their dreams.