Capitol Hill Wealth Management

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.


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Team photo for Capitol Hill Wealth Management
Team photo for Capitol Hill Wealth Management

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Advisors

Advisor photo for James Woosley

James Woosley

Associate Financial Advisor

Visit James Woosley's website


Team

Jack Zemlin

Jack Zemlin

Financial Planning Analyst

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • Financial Planning Analysis
  • Mutual fund and security trading
  • Required Minimum Distribution calculations
  • Life, Disability and Long Term Care inusrance illustrations
  • Notary public
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Dylan Miyasaki

Dylan Miyasaki

Operations Manager

Qualifications

  • Series 7 - General Securities Representative

  • Series 66 - Uniform Combined State Law Examination

Roles & Responsibilities

  • General Service Questions
  • Scheduling
  • Money transfers
  • Notary public
  • Rollovers & Account Transfers
  • Office Management
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