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Meet our team
Geoffrey W. White
CERTIFIED FINANCIAL PLANNER ™
- Owner/Partner of Capital Strategies Group LLC
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Investment Advisor since 1999
- Chartered Financial Consultant
- Board Certified in Asset Allocation
- Board Certified in Estate Planning
- Bachelor’s in Finance from Arizona State University
- Master of Science in Financial Services from The Institute of Business and Finance
Austin L. Frazier
CERTIFIED FINANCIAL PLANNER ™
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Bachelor of Science in Personal Financial Planning from Utah Valley University
Aaron Matheny
CERTIFIED FINANCIAL PLANNER ™
- Owner/Partner of Capital Strategies Group LLC
- Board Certified in Estate Planning
- Investment Advisor Since 2003
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Masters Degree from Colorado State University
Terra M. A. Timmons
CLIENT CONCIERGE
- Terra’s a native to Arizona. In her spare time she enjoys spending time with her 2 boys, being outdoors, camping, reading and watching football.
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Anjum J. Malone
Office Manager
- Bachelor of Science, Brigham Young University.
- In her spare time she likes to read, sew, and spend time with her grandkids.
John Valadez
Client Service Specialist
- John loves traveling and board games with his family.
- He’s a big Harry Potter fan and loves to read and fix/tinker with things in his garage.
Tina E. Jones
Client Service Specialist
- Bachelor of Science, Arizona State University.
- In her spare time she likes to attend her daughter's sporting events. She also enjoys reading, traveling, and being active outdoors.
Camber Koerner
Client Service Specialist
- Graduated Academic Honors from Terre Haute South Vigo High School, and is working on her degree in Business Administration.
- In her spare time she loves cooking, swimming, singing, and sketching.
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Legal pages
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.