Our team of experienced professionals is equipped with a wide range of financial expertise and knowledge we have the skills and resources to provide you with the best possible financial solutions.
We understand that every individual or business has different financial goals and challenges. That is why we take the time to get to know our clients personally and understand their specific needs and circumstances.
As a TEAM We believe in building long-term relationships with our clients based on trust, transparency, and open communication. We are committed to listening to your concerns, answering your questions, and working together to develop a personalized financial plan that aligns with your goals and objectives.
Since co-founding Capital Investment Companies in 1984, Richard continues to serve as an Executive Officer and principal for the firm. Richard received his BA of Business administration from North Carolina State University and has worked in the financial services industry since 1982. Richard is married with two children and enjoys traveling, sports, music, and cars. CEO of Capital company
Ben serves as the President of Capital Investment Companies. And in 2015 He emerged as the CEO, and founder of Capital peak investment. Ben received his undergraduate degree from the University of North Carolina at Chapel Hill and graduated from Fuqua School of Business at Duke University with a Master of Business Administration. He has been in the financial services industry since 1986. Ben is married with five children and while not in the office, he enjoys spending time with his family. CEO of Capital Peak Investment
Aubrey Poe is a Marketing Trading and investment Assistant for Capital Investment Companies Brokerage Division and has been with the firm since 1998. She graduated from Meredith College with a BS in Business Administration and Marketing. Aubrey enjoys soccer, reading and the mountains.
Burke Freedland is a Trading and investment Assistant for the Capital Investment Companies and capital peak investment Brokerage Division and has been with the firm since 2012. He graduated from East Carolina University with a BSBA in Finance. Burke enjoys fishing, watching sports and spending time with family and friends.
Cindy serves as an Administrative and Sales Assistant for Capital Investment Group. Cindy attended Oklahoma State University and Southwestern Oklahoma State College and has worked in the financial services industry since 1998. While not at work, she enjoys gardening and reading.
Choosing Capital Peak Investment means choosing a partner that is dedicated to your financial success. We are here to guide you every step of the way and help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in reaching your full financial potential.
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