True prosperity is more than just assets. It’s outcomes you can take pride in.

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About Us

No matter how complex the holdings, how visionary the goals, or how challenging the opportunities, we are only satisfied when our clients can see their future clearly on the horizon and understand how everything that’s in place works in concert to take them there.

Our vision is to help our clients use their prosperity to improve the lives of their loved ones, community and the world around them.

The Capital Chart Room Team

Jeffrey M. Holler, CFP®

President, CEO - Restoring the peace of mind you had before success became so complicated.

David Hopkins, CFP®, IACCP®

Chief Compliance Officer & Director of Investment Service - Your Investments answer-man.

Victor Heetai, M.S., CFP®

Director of FInancial Planning: Chief of streamlining everything in one place, right at your fingertips, aka your answer-man.

Ryan Solt, CFP®

Director of Client Relations

Angela Walthall

Client Needs Ninja-Warrior

Anita LaMaster

Investment Administrative Associate