MSH Capital Advisors LLC

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Andrea Donaldson is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at several firms including M.S. Howells & Co., InterOcean Capital Group, LLC, and Henry+Horne Wealth Management. Andrea also serves as EVP of Retirement Plans at MSH Capital Advisors, focusing on advising qualified retirement plans. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and securities-based lending, delivering advice through independent Investment Advisor Representatives who tailor recommendations to client goals and risk tolerances.

Todd Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Buchanan Capital Inc. and Prospera Financial. Buchanan serves on the Montana Board of Regents, which governs higher education in the state, and is a board member of Beartooth Billings Clinic. MSH Capital Advisors LLC manages approximately $1.09 billion and offers portfolio management, retirement plan consulting, financial planning, and securities-based lending to individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of investment strategies and works with qualified custodians, sharing advisory fees with its investment adviser representatives and third-party managers where applicable.

Joseph Thieman is a financial advisor with MSH Capital Advisors LLC in San Angelo, TX, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has held advisory roles at Thieman Investment & Retirement Services, Thieman-Stinnett Investment & Retirement Services, and M. S. Howells & Co. Thieman is also actively involved in his community, serving on the boards of the San Angelo Chamber of Commerce, the San Angelo Performing Arts Center as president, and West Texas Rehab. Outside of finance, he manages a family ranch and owns an LLC that organizes an annual community Christmas event. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm delivers tailored portfolio management and planning through a network of independent advisers, utilizing a variety of investment strategies and third-party platforms to support implementation and reporting.

Evan Troop is a financial advisor with MSH Capital Advisors LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at MSH Capital Advisors and M.S. Howells & Co. since 2025 and has prior experience with JP Morgan Chase Bank NA and JP Morgan Securities LLC beginning in 2015. Outside of financial services, he owns Evan Troop Music LLC, a music royalties business, and is a passive investor in the retail company Pajama Hammocks. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, and financial planning services, delivering advice through independent Investment Advisor Representatives who customize recommendations based on clients’ goals, risk tolerances, and time horizons.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at MSH Capital Advisors LLC since 2020 and previously spent five years at UMB Financial. Lukasik is also a founder and partner of Candor Wealth Advisors LLC, a wealth management firm based in Scottsdale, AZ. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent Investment Advisor Representatives who tailor strategies to client goals and utilize third-party platforms for portfolio implementation and reporting.

Travis Jack is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with MSH Capital Advisors and its affiliated firm M.S. Howells & Co. for two years and previously worked at Iliad Wealth Solutions and CWM, LLC. He is also the managing member of Metz CPA PLLC, an accounting and tax firm based in Phoenix, AZ. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and financial planning through a network of independent advisers using third-party platforms and a variety of specialized investment strategies.

Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to joining MSH Capital Advisors, he worked for The Vanguard Group, Inc. for seven years. Outside of advising, he owns a pool cleaning and maintenance business in Scottsdale. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives and utilizing third-party platforms and unaffiliated sub-advisers.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 11 years of industry experience. He has worked at Driftmark Capital, Rockefeller Financial LLC, Bank of America, and Merrill before joining MSH Capital Advisors and its affiliated broker-dealer M.S. Howells & Co. in 2025. Outside of his advisory role, he owns and manages a short-term rental property in Mena, Arkansas. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm utilizes a network of independent IARs who offer tailored advice and access to specialized strategies through unaffiliated sub-advisers, supported by third-party technology platforms and custodians.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Gary Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Buchanan Capital Inc., M.S. Howells & Co., and Prospera Financial. Buchanan serves as an advisory board member for the Maureen and Mike Mansfield Center and has been involved in local political activities, including a campaign for Montana’s 2nd congressional district. MSH Capital Advisors LLC is an SEC-registered advisory firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and governmental entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with MSH Capital Advisors DBA Candor Wealth Advisors and M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, retirement plans, and government entities. The firm employs a network of independent advisors and offers portfolio management, retirement plan consulting, and financial planning, utilizing third-party technology platforms and a range of investment strategies.

Michael Feeney is a financial advisor at MSH Capital Advisors LLC with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones before joining MSH Capital Advisors and M. S. Howells & Co. Feeney owns rental property in Pine, Arizona. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning, delivering advice through a network of independent representatives who tailor recommendations to client goals and risk tolerances.

Seth Mayberry is a Financial Advisor at MSH Capital Advisors LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Thieman Investment & Retirement Services, Momentum Independent Network Inc., and Freeman Buick GMC. Mayberry serves on multiple nonprofit boards in San Angelo, including the Leadership San Angelo Alumni Association, Concho Valley Workforce Development Board, Meals for the Elderly Board, United Way of Concho Valley, and Scouting America’s Texas Southwest Council. MSH Capital Advisors LLC is an SEC-registered adviser managing approximately $1.09 billion through a network of 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.