Capstone Wealth Partners is a modern independent financial planning firm in Columbus, Ohio serving clients nationwide. We specialize in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.Our experienced Capstone Advisors™ will show you how to pay for college without robbing your retirement, as well as how to invest your money to make it all work.CWP is an independent Fee-Only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid all conflicts of interest, we accept no commissions and have no affiliation with any bank, brokerage, wirehouse, investment firm, or insurance company.

At College Aid Pro™ we are changing the way America shops for college and we are on a mission to end the student loan crisis one family at a time. Financial planning professionals can now band together to help families make informed college buying decisions with one, comprehensive college funding software.

WHAT I DO: I help financial advisors learn to serve their clients at a higher level by teaching them how to do college planning for families the right way. I do this by teaching you how to master The College Pre-Approval™ Process, a proven, repeatable system you can apply in your practice right away.WHO I WORK WITH: I partner with forward-thinking financial advisors who want to raise the bar on college funding advice, and increase their value to clients.WHY IT WORKS: When you complete our course, Mastering The College Pre-Approval™ Process, you’ll be in the top 1% of financial advisors who know how to do college funding correctly because you’ll learn to apply a proven system that all financial advisors can utilize to help their Gen-X clients fund their children’s college education, without robbing Mom & Dad’s retirement or saddling the graduates with massive debt.WHY I DO THIS WORK:  I get to wake up everyday and really make a difference working in the community and with clients that I love. I know I'm actually helping families live the great lives they dream of, and send their kids to college without them ending up heavily in debt. With Capstone College Partners I aim to inspire other advisors to learn how to do college funding the right way — so you can help your clients, and feel the same fulfillment in your work that I do.

Responsible for recruiting, training, developing, and managing financial advisors and support staff for this Global Fortune 100 financial services firm.

Responsible for sales, operations, compliance, recruiting and development of a team of financial advsors at this Global Fortune 100 financial services firm. Promoted in 2004 from Regional Vice President in Atlanta, GA to Senior Vice President of Central Ohio.