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Owen F

Series 65

Macon, GA

Christy Capital Management, Inc.

Owen Freel is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with four years of industry experience. He has been with Christy Capital Management since 2018 and previously worked for Fountain Car Wash from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing investment advisory, wealth management, financial planning, and related services. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and implements discretionary management through a subadvisor program, offering values- or faith-based model portfolios managed by EverSource Wealth Advisors.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Jeremy J

Series 65

Macon, GA

Christy Capital Management, Inc.

Jeremy Johnston is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation. He joined Christy Capital Management in 2026 and previously worked at Covenant Academy for over a decade. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services, employing a subadvisor program to implement discretionary management and tailoring recommendations based on client profiles and risk tolerance.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Joe M

Series 65

Macon, GA

Christy Capital Management, Inc.

Joe Mathews III is a financial advisor at Christy Capital Management, Inc. in Macon, GA, with 12 years of industry experience. He holds a Series 65 designation and has been with Christy Capital Management for 15 years. In addition to his advisory role, he is licensed to sell fixed insurance products. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers financial planning, federal employee benefit analysis, tax and estate planning, and non-variable insurance and annuity products, often implementing discretionary management through a subadvisor program.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Seth C

CFP®

Macon, GA

Christy Capital Management, Inc.

Seth Christy is a CFP® at Christy Capital Management, Inc. in Macon, GA, with one year of industry experience. His prior work includes roles at Bass Pro Shops, EverSource Wealth Advisors, and teaching positions at Liberty University Online and the University of North Georgia. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment advisory, wealth management, financial planning, and retirement-plan-related services. The firm employs a tailored approach using client profiles and risk tolerance questionnaires, utilizing third-party subadvisors for portfolio management.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Melvin S

Series 65

Irmo, SC

Christy Capital Management, Inc.

Melvin Stubbs is a Series 65 licensed advisor with 11 years of industry experience, currently serving at Christy Capital Management, Inc. since 2014. Prior to this, he was involved with Stubbs Property Management for 14 years. He is also individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, often contracting with unaffiliated subadvisors.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Thomas N

Series 65

Macon, GA

Christy Capital Management, Inc.

Thomas Neesmith is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with 10 years of industry experience. He has been with Christy Capital Management since 2013. Outside of advisory services, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, typically implementing portfolios through unaffiliated subadvisors and offering private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Michelle D

Series 65

Macon, GA

Christy Capital Management, Inc.

Michelle Dykes is a financial advisor with Christy Capital Management, Inc. in Macon, GA. She holds a Series 65 designation and has six years of industry experience, including five years with Retirement Benefits Institute prior to joining Christy Capital Management. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering investment advisory, wealth management, financial planning, federal employee benefit analysis, tax and estate planning, and related services. The firm employs a subadvisor program for discretionary management and provides retirement-plan advisory and participant education services.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Mathew R

Series 65

Fort Wayne, IN

Christy Capital Management, Inc.

Mathew Ramey is a financial advisor at Christy Capital Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with six years of industry experience. He has worked at Christy Capital Management since 2018 and was previously employed by Navicent Health from 2016 to 2018. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services. The firm utilizes a client profile and risk-tolerance questionnaire to tailor recommendations and employs a subadvisor program, with EverSource Wealth Advisors managing model portfolios and day-to-day trading oversight.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Samuel G

Series 66

Macon, GA

Christy Capital Management, Inc.

Samuel Gaston is a financial advisor at Christy Capital Management, Inc. with four years of industry experience. He holds the Series 66 designation and previously worked at United Community Bank and LPL Financial. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing advisory and wealth management services. The firm employs a client profile and risk-tolerance questionnaire to tailor recommendations and utilizes a subadvisor program, with EverSource Wealth Advisors managing model portfolios and discretionary trading.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Brandon C

PFS™, Series 63, Series 65

Macon, GA

Christy Capital Management, Inc.

Brandon Christy is a financial advisor with Christy Capital Management, Inc. in Macon, GA, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience and has been with Christy Capital Management since 2009. In addition to his advisory role, he is individually licensed to sell fixed insurance products, dedicating less than 25% of his time to this activity. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers a range of services including retirement strategies, tax planning, estate conservation, and family legacy planning, and manages client assets through discretionary and non-discretionary programs, with private market investments available for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Alexander P

Series 65

Macon, GA

Christy Capital Management, Inc.

Alexander Pettola is a financial advisor at Christy Capital Management, Inc. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at Mercer University, Georgia Southern University, and the University of Florida. Christy Capital Management serves individuals, high-net-worth clients, trusts, estates, and retirement plans with investment advisory and wealth management services. The firm employs discretionary management through a subadvisor program and offers tailored financial planning, tax and estate planning, and retirement-plan-related services.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Amanda H

Series 65

Macon, GA

Christy Capital Management, Inc.

Amanda Howell is a financial advisor with Christy Capital Management, Inc. in Macon, GA, holding a Series 65 credential and eight years of industry experience. She has been with Christy Capital Management since 2012. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm uses a client profile and risk-tolerance questionnaire to tailor recommendations and employs a subadvisor program for discretionary management, focusing on personalized financial planning and retirement-plan-related services.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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Hampton D

Series 65

Macon, GA

Christy Capital Management, Inc.

Hampton Dillard is a financial advisor at Christy Capital Management, Inc. in Macon, GA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Cathedral Coffee and Engleside Baptist Church. Christy Capital Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm offers retirement strategies, tax planning, estate conservation, insurance and annuity products, family legacy planning, and consulting services, managing assets through discretionary and non-discretionary programs and recommending private market investments for qualifying clients.

Wealth management Annuities Charitable giving & philanthropy Retirement income strategy Executive Founder/Business Owner Religious/faith focused
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