Southfield, MI Office

Madison Hammel is a financial advisor at Capital Analysts with 10 years of industry experience. She holds the Series 66 designation and has worked with Consolidated Financial and Lincoln Investment since 2016. In addition to her advisory role, she is a partner in a financial services business specializing in insurance and fixed annuities and owns a real estate-related company focused on evaluating real estate portfolios. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house investment and research team to support investment decisions.

Steven Cook is a financial advisor at Capital Analysts with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has a long tenure in insurance sales, including roles at Lincoln Investment Planning, Great American Reserve Insurance Company, and Jackson National Life Insurance Company. Cook is also a partner and department chair at Allen Park Public Schools, where he has worked for over 40 years. Capital Analysts serves a diverse client base that includes individual investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an investment approach driven by an in-house research team and proprietary mutual-fund screening tools.

Andrew Harr is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Lincoln Investment since 2010. Outside of his advisory role, he serves as a trainer for newly appointed insurance agents at Consolidated Financial, focusing on the 403(b) market, suitability, and product knowledge. Capital Analysts provides portfolio management and advisory services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes an in-house Investment Management & Research team to support investment decisions and offers a variety of discretionary and non-discretionary programs with access to third-party managers.

David Sawchuk is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. He serves as a member of the Taymouth Township Zoning Board of Appeals, a governmental position. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, with a range of advisory services tailored to different client needs.

Thomas Maxey is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has held positions at Lincoln Investment, Great American Advisors, Inc., and Consolidated Financial Corp. Maxey is also involved in entrepreneurial ventures including CD Busters, a web-based business focused on fixed annuities. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporations, providing discretionary and non-discretionary portfolio management through various programs and customized solutions. The firm’s investment approach incorporates an in-house research team, proprietary fund screening, and a range of advisory and model portfolio options.

Timothy Narva is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Lincoln Investment Planning since 2013 and continues to receive residual income from servicing fixed insurance accounts. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and a proprietary investment screening process.

Brian Hamlin is a financial advisor at Capital Analysts with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Lincoln Investment Planning since 2014. Outside of his advisory role, Hamlin is involved in the sale of insurance and fixed products through his ownership of Briham Development. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, providing access to third-party managers and various portfolio options.

Eric Giosa is a financial advisor with Capital Analysts in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He has worked with Consolidated Financial and Lincoln Investment Planning LLC since 2016. Outside of his advisory role, he serves as a high school ice hockey coach at Detroit Catholic Central High School. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management through a variety of programs. The firm’s investment decisions are guided by an in-house research team and proprietary screening processes, with advisors able to provide customized portfolios or select third-party managers based on client needs.

Jerome Garrett is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2010 and has extensive experience with Consolidated Financial Corp. since 1989, where he is also involved in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team that utilizes proprietary screening methods and offers various advisory models and customized portfolios.