Austin Frazier is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Capital Strategies Group, LLC since 2022 and previously held positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. Outside of advisory work, he is also licensed as an insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm manages approximately $103 million in discretionary assets and utilizes a periodic email newsletter as part of its client prospecting efforts.

Aaron Matheny is a CFP® professional with 17 years of industry experience, currently serving at Capital Strategies Group, LLC since 2008. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent specializing in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to each client’s goals and risk tolerance. The firm employs a range of analytical strategies and provides both managed accounts and consultative guidance for held-away assets.

Geoffrey White is a CFP® and ChFC® with 19 years of industry experience. He has been with Capital Strategies Group, LLC since 2006. In addition to his advisory role, he is a licensed insurance agent involved in life and health insurance products. Capital Strategies Group serves individuals, including high-net-worth clients, as well as small businesses, charities, trusts, and estates, offering discretionary asset management and financial planning tailored to clients’ goals and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment approach and provides both managed accounts with discretionary trading authority and consultative services for held-away assets.