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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Having established his practice in 2002, Kris focuses on helping individuals, families, and business owners achieve and maintain financial independence. Knowing that continued education is critical to providing the most up to date...

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Jason Pruden, CFP®, ChFC®

Advanced Planning Consultant

(804) 665-1521

(804) 285-5800

Maintaining his CERTIFIED FINANCIAL PLANNER™ practitioner and the Chartered Financial Consultant® (ChFC®) designation, Jason Pruden brings additional knowledge and resources to the team. Jason is a graduate of Hampden-Sydney College...

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Stacey Lisi, FPQP™

Client Care Coordinator

(804) 665-1540

(804) 285-5800

An integral member of the team, Stacey Lisi joined Capitol Financial Solutions in 2009. Stacey manages day‐to‐day activities and can help schedule your next appointment. She is a dedicated and experienced customer service advocate and...

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Jacob Charlwood

Financial Advisor

(804) 665-1544

(804) 285-5800

Jacob works alongside his team to put his resources and core values to work for his clients. Jacob drives his practice around helping his clients achieve and maintain financial independence using customized investment strategies unique...

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