Geoffrey W. White CFP®

  • 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
  • Bachelors in Finance from Arizona State University
  • Master of Science in Financial Services from The Institute Of Business and Finance

Aaron C. Matheny CFP®

  • Owner/Partner of Capital Strategies Group LLC
  • Licensed Medicare Broker
  • Board Certified in Estate Planning
  • Investment Advisor Since 2003
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Masters Degree from Colorado State University