Firestone Capital Management Inc

Anthony Poppe is a CFP®, CFA®, and Series 65-licensed advisor with 17 years of industry experience. He has been with Firestone Capital Management Inc since 2008 and also serves with Three Somigos LLC. Firestone Capital Management serves individuals, families, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, customized written investment policies, and a long-term investment orientation, using primarily mutual funds, ETFs, and individual bonds.

Sean Preston is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has worked at Glassman Wealth Services before joining Firestone Capital Management Inc, where he is currently part of a five-advisor team. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach emphasizes global asset allocation, client-specific investment policies, and regular rebalancing, combining in-house and external research to support long-term portfolio management aligned with clients’ risk tolerance and goals.

Carlos Carbonell is a CFA® charterholder with 22 years of industry experience. He has been with Firestone Capital Management Inc. since 2004 and also has a role at Three Somigos LLC. Firestone Capital Management serves individuals, families, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, written investment policies tailored to each client, and a long-term orientation, using primarily mutual funds, ETFs, and individual bonds.

Emma Larson is a financial advisor at Firestone Capital Management Inc with credentials including Series 65 and Series 66. She has been in the industry since 2023, with prior experience at Vector Global Wealth Management Group and Minds of Tomorrow. Outside of her advisory role, she operates Emma Kate Tutoring, an educational service she has run since 2017. Firestone Capital Management serves individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm focuses on global asset allocation and tailored investment policies, utilizing mutual funds, ETFs, and individual bonds with a long-term strategy.

David Wiley is a financial advisor at Firestone Capital Management Inc with a Series 65 designation. He joined the firm in 2024 and has prior experience at Northwestern Mutual, Saka Financial, Capital Real Estate Tax, and Clearcover. His background also includes roles outside finance, such as work at Eastern Michigan University, Shar Music, and Kaufman Music Center. Firestone Capital Management provides wealth management, portfolio management, and personal financial planning to individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a global asset allocation strategy with client-specific investment policies and regular portfolio rebalancing.

Jerad Waggy is a CFP® with 15 years of experience in financial advising. He has been with Firestone Capital Management Inc since 2014 and previously worked at The Enrichment Group, Inc. Waggy is also involved with Three Somigos, LLC and George Family Farm LLC dba Ripe Tropical Farms. Firestone Capital Management serves individuals, families, pension plans, charitable organizations, and corporations, managing approximately $806 million across about 375 client relationships. The firm emphasizes global asset allocation, tailored investment policies, and uses a fee-only compensation model alongside independent custodians.