Kym Stacey
SALEM, ORE., 15 DEC. 2017—Capstone Wealth Advisors, LLC, is announcing the hire of two new team members who will help support continued growth at Capstone Wealth Advisors (CWA). CWA hired Kym Stacey and Alisha Firestone-White in the role of client associates to support their team of senior financial advisors and clients.
“I am thrilled to see our team grow with our business and very pleased to announce the additions of Kym Stacey and Alisha Firestone-White,” says Senior Financial Advisor Ryan Skogstad. “Our newest hires are committed to supporting our clients and helping them succeed.”
As one of the largest fee-only Registered Investment Advisory’s (RIA) in the Salem area, Capstone Wealth Advisors is an independent practice providing both businesses and individual clients personalized advice and services in all areas of investment planning, including: retirement planning, investment tax strategies, estate planning, education funding, risk management, investment asset allocation, and employee and executive benefits.
Alisha Firestone-White
In her role as client associate, Kym Stacey provides quality customer service to her clients, opens new accounts, updates existing account information, answers operational questions, manages account transfers and handles the company’s receptionist duties. Stacey enjoys the out-of-the-box projects, as well—she most recently helped Keizer-based Solutions Network supply backpacks to the homeless.
Alisha Firestone-White attends to clients’ administrative needs, as well as trading and operational activities including opening new accounts, updating existing account information, managing account transfers. Firestone-White also has a focus in technologies.
Prior to joining CWA, Firestone-White was a Spanish Linguist in the United States’ Army. After the military, she graduated from Washington State with a Bachelor’s degree in Public Affairs, followed by a Juris Doctorate degree from Willamette University College of Law. Alisha helped form two organizations that assist veterans: Oregon Veterans Legal Services and an interim Veteran’s Legal Clinic at Willamette University.
To learn more about Capstone Wealth Advisors, visit www.capstonewealthadvisors.com.
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About Capstone Wealth Advisors
Capstone Wealth Advisors (CWA), LLC is an independent wealth advisory practice headquartered in Salem, Oregon. Owners Rob Norton, CRPC®, Michael Coursey, Ryan Skogstad, Benny Won and Ron Boucher have a combined 100+ years of experience and community commitment. CWA serves the best interests of their clients by providing uncompromised advice on retirement, estate and investment planning, business retirement plans and education funding. For more information, call 503-967-1980 or visit www.capstonewealthadvisors.com.
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Ryan Skogstad
Senior Financial Advisor
Capstone Wealth Advisors
https://www.capstonewealthadvisors.com
ryan@capstonewealthadvisors.com