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Capital Investment Group

Whether you’re planning for retirement, looking to set up a college education fund, or have charitable interests to pursue we are here to help. Whatever your personal goals may be, we know that pursuing them is extremely important to you and at Capital Investment Group we are committed to doing the right thing for our members.

This means providing transparent, unbiased advice and always acting in the best interests of the people that we work with.


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Retirement SErvices

We can help you plan for your retirement years.



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Investments

We can help you create a diversified portfolio.



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Financial Planning

We can help you develop your financial plan.












Meet the Team

Our team is composed of experienced professionals that have the knowledge and expertise to guide you through the complex world of personal finance. We offer personalized advice and customized solutions to meet the unique needs of each of our members.
 
Contact us at investments@capitalcu.com or call us 920.494.4541 ext. 79052.
Brian Elmer
Investments & Insurance Program Manager
Dana McVey
Financial Representative 


Jen Busch
Investments & Insurance Assistant Program Manager
Noe Smart
Financial Representative 


Brad Roethlisberger
Financial Advisor
Avery Guiterrez

Avery Gutierrez

Financial Representative Service Specialist








Check the background of your financial professional on FINRA's BrokerCheck.


Retirement Services

We can help you plan for your retirement years by analyzing your current situation and providing recommendations on how to save and invest for a comfortable retirement.
We can support you with:
  • Saving using a Traditional or Roth Individual Retirement Account (IRA)
  • Investing 401k funds, consolidating 401ks or rolling a 401k into an IRA
  • Understanding your Social Security benefit options
Whether you are just getting started, considering your last day on the job, or currently retired, we are here to partner with you to make smart decisions with your money. 

Investments

We can help create a diversified portfolio that aligns with your risk tolerance and financial goals. Capital Investment Group, through CFS*, offers a wide variety of investment options from several different investments and insurance companies. The investment options range from conservative fixed interest to moderate risk options and more aggressive options with stock market exposure.
We can support you by:
  • Understanding where your money is invested and why
  • Defining a customized investment strategy
  • Analyzing your current portfolio and investment plan
If you are just getting started or are a seasoned investor, we can help answer your investment questions and meet your financial goals.

Financial Planning

We can help you develop your financial plan by learning about your situation and customizing a strategy that will work for you. We strive to build long-term relationships and make it a point to provide actionable guidance that helps you get to where you want to be.









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Contact Us

Please fill out+ the below form to contact us.

+No private personal information should be shared through this contact form - please refrain from sharing personal account numbers and loan information.

 

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not a deposit or guarantee of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Capital Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.