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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our atmosphere speaks volumes about who we are, and who we serve. A quaint house with a beautiful wrap around porch overlooking fields of green off a country road nestled between Howard County and Carroll County, Maryland is where Capital Investment Management calls home. Discussing finances can be both an emotional and stressful topic for people. We believe providing a relaxing environment for those conversations helps relieve pressure from our clients giving them the freedom to see the big picture, as well as new perspectives.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team