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Matthew S

CFP®, Series 63, Series 65

Lee's Summit, MO

Capital Investment Management, Inc

Matthew Shull is a CFP®-designated financial advisor at Capital Investment Management, Inc. in Lee's Summit, MO, with 18 years of industry experience. He has been with Capital Investment Management since 2016 and also works with Cambridge Investment Research. Shull is licensed as an independent insurance agent in addition to his advisory role. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages over $558 million in discretionary assets and utilizes multiple co-advisory and managed account platforms to deliver portfolio management.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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Troy S

CFP®, Series 63, Series 65

Lee's Summit, MO

Capital Investment Management, Inc

Troy Schuster is a CFP® professional with 26 years of experience in financial advising. He has been with Capital Investment Management, Inc. since 2003 and has worked with Cambridge Investment Research, Inc. for the past 15 years. Outside of finance, he is active as a percussionist and serves as president of the Choral Guild of Kansas City. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account programs and supplements investment services with tax planning and estate document offerings for larger households.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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Christopher W

CFP®, Series 63, Series 66

Lee's Summit, MO

Capital Investment Management, Inc

Christopher Wolff is a CFP® with 17 years of industry experience, currently serving at Capital Investment Management, Inc. in Lee's Summit, MO. His prior experience includes roles at Country Club Trust Company, Tower Wealth Managers, and Creative Planning, among others. Capital Investment Management, Inc. serves individuals, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm manages approximately $558.9 million in discretionary assets across more than 1,000 client relationships and utilizes a range of co-advisory and managed account platforms to deliver portfolio management.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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Faith H

CFP®, Series 66

Lee's Summit, MO

Capital Investment Management, Inc

Faith Hutchins is a CFP® and Series 66-registered advisor at Capital Investment Management, Inc. with two years of industry experience. Prior to entering financial services, she worked in the hospitality sector and spent several years in education. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plan services. The firm employs a program-based approach leveraging multiple managed account platforms to serve a large client base efficiently.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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David G

CFP®, Series 63, Series 65

Lee's Summit, MO

Capital Investment Management, Inc

David Garrison is a CFP® professional with 37 years of experience in the financial services industry. He has worked at Capital Investment Management, Inc. since 1998 and has been associated with Cambridge Investment Research, Inc. since 2011. Garrison is a member of Capital Tax Consulting, LLC, a related tax and consulting entity, though he is not involved in its day-to-day operations. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms to build customized portfolios and supplements investment services with tax planning and estate-document offerings.

General retirement planning Life insurance needs analysis Long-term care insurance College savings (529s, UTMA, etc.)
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