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David L

Series 66

West Chester, OH

Capital Advisory Services, LLC

David Leisring is a financial advisor with Capital Advisory Services, LLC, holding a Series 66 credential and three years of industry experience. He previously worked at Berthel, Fisher & Company Financial Services and GE Aerospace. Leisring is also licensed as an insurance agent for Capital Advisory Services. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, trusts, and small businesses. The firm combines discretionary and non-discretionary management with a strategic asset allocation approach and also offers in-house tax preparation, bookkeeping, and implementation support for insurance and annuity transactions.

Income planning Annuities College savings (529s, UTMA, etc.) Long-term care insurance General tax planning Founder/Business Owner
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Jamie P

CFP®, Series 63, Series 65

West Chester, OH

Capital Advisory Services, LLC

Jamie Powell is a Certified Financial Planner® with 38 years of industry experience. He has been with Capital Advisory Services, LLC since 2010 and has a longstanding career that includes roles at Berthel, Fisher & Company Financial Services, Inc. Powell serves on the board of Avion Energy, Inc. and is involved with the Rare Disease Family Foundation, helping children and young adults with rare diseases. Capital Advisory Services, LLC provides individualized investment portfolio management and financial planning to a diverse client base, including individuals, pensions, trusts, and small businesses. The firm combines strategic asset allocation across passive and active investments with an in-house tax preparation and bookkeeping service, supporting over 200 tax returns annually.

Income planning Annuities College savings (529s, UTMA, etc.) Long-term care insurance General tax planning Founder/Business Owner
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