OUR TEAM

Paul began his career in financial services in 1981. His passion is to see his clients live lives of purpose and significance. He has developed the firms' "Planning with Purpose" process to help his clients achieve the maximum impact...

Kyle started with Family Capital Management in 2013. He serves as an Advisor, Planner, and Investment Strategist. His business philosophy and value proposition has everything to do with goals-based planning as a basis for all...

Angela is a faith driven financial professional whose focus is in the field of strategic charitable giving. She partners with our clients to understand their personal, philanthropic, and spiritual goals in order to provide them with...

Audrey has worked in financial services since 1986, beginning her career with American Express Financial Advisors as an advisor with Paul Damon as her mentor. She worked in that capacity for several years until the birth of her oldest...

Jerry has been a financial advisor for over 40 years. Soon after graduating from college, Jerry earned the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Jerry works with individuals and...

Aaron started with Family Capital Management in 2018. He serves as a Financial Planning & Analysis Specialist. He has a passion for seeing others live out their dreams and helping them achieve it. Aaron makes it his goal to always lift...

Cheri has worked with Family Capital Management since 2001 and provides our team with an unsurpassed commitment to client service, sharp attention to detail, and a desire to build client relationships treating each and every person...

From the moment you arrive at Family Capital Management, Jennifer is the first person who gives you a warm and inviting welcome. Jennifer has worked with Family Capital Management since 2008 as the Director of First Impressions and she...

For Jeff Greene, wealth management is personal. A Registered Investment Advisor and partnering with FCM for 5 years, Jeff takes a uniquely personalized, vision-driven, and researched approach to financial planning. Jeff entered the...