About Us

About Capital Insurance and Financial Services

You can get insurance and financial services anywhere...they aren’t unique to our firm. What is unique, however, is the way we work with and treat our clients. Put simply, we don’t do anything different, but we do it differently.

For us, it starts with service. We don’t sell to our clients ‐ we educate them. We teach them the why and how behind their finances, so they are confident and informed. Because ultimately, all of the decisions are yours to make. It's your life; we’re just here to guide and educate.

We believe in holistic planning. That means we look at the big picture when it comes to your finances, and we’re focused on your long-term success, not short‐term returns. We set realistic expectations, but we go to the Nth degree to ensure you achieve the picture of what you want your life to be.

We have the tough, but very important, conversations. No one wants to talk about death, long-term care events or market volatility, but those things are all real risks to your peace of mind. And, at the end of the day, planning is about mitigating risk, not ignoring it! Down the road, we don’t want to have a conversation with you or your loved ones about why we failed to protect you.

Our clients have our personal cellphone numbers and can reach us any time they have a question or concern. If you’re not sleeping, neither are we. Then again, we’ll never put you in a situation where you’ll have to panic. Our clients can watch the nightly news or pick up the newspaper without worrying how current events might affect their financial future.

You can rely on us to be accountable for every area of your financial life. Our strategic partnerships with industry leaders Ash Brokerage and Ohio National give us access to a wealth of resources to ensure you have the best solutions, tailored to your specific needs.

If we can’t do it, we’ll help you find someone who can. In the end, we believe we’ll always have clients if we do what’s right by them.

Our Mission

"Our mission is to provide an environment where our advisors and employees can make a difference in the lives of the clients we serve by providing only the highest quality advice, services, and solutions."

-Capital Insurance and Financial Services Mission Statement

Partners and Resources