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Kyle K

Series 63, Series 66

Grand Rapids, MI

Family Capital Management

Kyle Kelley is a financial advisor at Family Capital Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and American Portfolios Financial Services Inc. He also provides insurance advice tailored to client needs. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities. The firm offers discretionary portfolio management and modular financial consulting, using both fundamental and technical analysis and a range of investment instruments to tailor client strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Retirement income strategy
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Jacob R

CFP®

Grand Rapids, MI

Family Capital Management

Jacob Randall is a CFP® professional with six years of experience at Family Capital Management in Grand Rapids, MI. He joined the firm in 2020 following his college education from 2016 to 2020. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, charitable organizations, and other entities, managing approximately $435 million in assets for around 500 clients. The firm offers discretionary portfolio management and modular financial consulting, employing a combination of fundamental and technical analysis to tailor investment strategies across a range of instruments including mutual funds, ETFs, and more complex products.

Annuities Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Retirement income strategy
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Jeffery G

Series 65

Grand Rapids, MI

Family Capital Management

Jeffery Greene is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Family Capital Management since 2017 and also operates JW Greene & Associates LLC. Greene serves as president and a board member of God's Gift Foundation, a Michigan-based nonprofit started by his grandfather that assists struggling ministries. Family Capital Management is a four-advisor wealth management firm serving individuals, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and modular financial consulting, combining fundamental and technical analysis with tailored allocations and a range of investment instruments.

Annuities Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Retirement income strategy
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Angela B

CFP®, Series 66

Grand Rapids, MI

Family Capital Management

Angela Brooks is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at Family Capital Management in Grand Rapids, MI. She has worked at Family Capital Management since 2014, with a period at American Portfolios Financial Services, Inc. from 2014 to 2024. Outside of her advisory role, she is also an independent insurance agent. Family Capital Management provides discretionary portfolio management and modular financial consulting for individuals, trusts, estates, charitable organizations, and business entities. The firm integrates wealth-planning advice with investment management and uses a mix of fundamental and technical analysis across a range of investment vehicles, monitoring accounts continuously to adjust for market and client changes.

Annuities Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Retirement income strategy
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