Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Stan Jahn

CFP®, CLU®, ChFC®, APMA

Private Wealth Advisor

Founder of Capital Wealth Advisory Group
Learn more about Stan Jahn

Aaron Zimmer

MBA, CFP®, BFA, APMA, ChSNC®

Private Wealth Advisor

Chief Executive Officer of Capital Wealth Advisory Group
Learn more about Aaron Zimmer

Darren Speidel

BFA, APMA

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Darren Speidel

Michael Cosgrove

BFA, APMA, CRPC, CRPS, ChFC®

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Michael Cosgrove

Brian Fruit

CFP®, APMA

Financial Advisor

Learn more about Brian Fruit

Aaron Hoernke

MBA, APMA

Financial Advisor

Learn more about Aaron Hoernke

Benjamin Hoffman

APMA

Financial Advisor

Learn more about Benjamin Hoffman

Bryan J Althouse

CFP®, BFA, APMA, CEPA®

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Bryan J Althouse

Erik Valenza

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Erik Valenza

Kevin Heideman

CFP®

Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Kevin Heideman

Lori Helland

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lori Helland

Paul Hees

MBA, CKA®

Financial Advisor

Learn more about Paul Hees

Shelly Stibbe

CFP®, CRPC, APMA

Associate Financial Advisor

Managing Partner of Capital Wealth Advisory Group
Learn more about Shelly Stibbe


Our team

Amy Nelson

Amy Nelson

Client Service Specialist

Cathy Rooney

Cathy Rooney

Client Service Specialist,

Receptionist
Susan Brady

Susan Brady

Client Service Specialist,

Receptionist
Darrah Tomas

Darrah Tomas

Client Service Specialist

Kevin Tyler, CFP®, CLU®, BFA™

Kevin Tyler, CFP®, CLU®, BFA™

Paraplanner,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CFP

  • BFA™

  • CLU

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Heidi Nitka

Heidi Nitka

Operations Manager,

Chief Financial Officer of Capital Wealth Advisory Group

Personal Intro

Ultimate Digital Excellence Award Recipient, 2021

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Mary Jo Fortney

Mary Jo Fortney

Marketing Manager,

Event Planner

Personal Intro

Ultimate Digital Excellence Award Recipient, 2021

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Austin Kast

Austin Kast

Financial Planning Specialist

Ryan Schlimgen

Ryan Schlimgen

Financial Planning Assistant

Kenna Vetter

Kenna Vetter

Receptionist,

Client Service Specialist
Laurine Taylor

Laurine Taylor

Client Service Specialist