Optima Capital LLC

Tobin Wills is a CFP® professional with over 31 years of experience in financial advising. He is currently with Optima Capital LLC, where he has worked since 2019, including a prior period from 2019 to 2020, and previously held roles at Royal Alliance Associates, Inc. and Zahorik Financial And Insurance Services, Inc. Outside of his advisory work, Wills is a certified flight instructor specializing in military and tactical aviation. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs ETF and mutual fund strategies, model portfolios, and a variety of analytical methods, and is affiliated with Premier Network, which offers CPA services, tax planning, insurance, and employee-benefit services.

Bradley Johannes is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Premier Network since 2015 in addition to his role at Optima Capital. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis, and utilizes AI tools for operational and client service functions.

David Evans is a financial advisor at Optima Capital LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Premier Financial Partners, Royal Alliance, and Premier Network, where he currently serves as a client executive and practice leader. Evans is also a board member and shareholder of HCF, Inc., where he provides strategic guidance. Optima Capital LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Justin Boggs is a CFP® with 12 years of industry experience, currently serving as an advisor at Optima Capital LLC since 2019. He previously worked at Royal Alliance Associates, Signator Investors, Zahorik Financial and Insurance Services, and Transamerica Financial Advisors. Outside of his advisory role, he is the owner of JB Financial, an independent licensed insurance agency. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a range of investment strategies including ETFs, mutual funds, and model portfolios, and is affiliated with Premier Network, which offers related financial services such as tax planning and insurance.

Victoria Cannon is a financial advisor at Optima Capital LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Oracle for 25 years. In addition to her advisory role, she serves as a client executive with Premier Network, focusing on taxes and insurance. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm’s investment approach includes ETF and mutual fund strategies, model portfolios, and a range of analytical methods, and it is affiliated with Premier Network, which offers CPA, tax planning, insurance, and employee-benefit services.

Robert Larsen is a financial advisor with Optima Capital LLC and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Royal Alliance Associates and Purshe Kaplan Sterling Investments. Larsen is also president of Inheritance Management, Inc. and serves on the Deacon Board of Faith Baptist Church, where he participates in budget and facilities planning. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm uses a variety of investment strategies including ETFs, mutual funds, model portfolios, and analytical methods such as modern portfolio theory and technical analysis.

Kyle Harvey is a financial advisor at Optima Capital LLC with a Series 65 designation and three years of industry experience. He has held roles at Optima Capital and Robert Larsen since 2022, and previously worked in administrative and media positions from 2014 to 2022. Outside of advising, he serves as an office administrator for Robert Larsen, dedicating part of his professional time to administrative support. Optima Capital LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, charitable organizations, and corporations. The firm employs a variety of investment strategies including ETF and mutual fund portfolios, model portfolios, and multiple analytical methods, and is affiliated with Premier Network, offering additional financial industry services such as CPA, tax planning, and insurance.