CapSight Wealth Advisors

David, John, and I share similar values and convictions around financial planning and client service. We work with individuals and families to help them bring focus to their finances while providing advice to help them plan to secure their futures. Sandy, Sharron, Debbie and Sherry are valuable contributors and strong associates in our practices. We focus on financial planning and building strong relationships with clients.

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Team photo for CapSight Wealth Advisors
Team photo for CapSight Wealth Advisors

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Advisors

Advisor photo for Jason Deibert

Jason Deibert

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jason Deibert's website
Advisor photo for Todd Gronewald

Todd Gronewald

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Todd Gronewald's website
Advisor photo for Anthony Delauney

Anthony Delauney

CFP®, BFA, ChFC®, CRPC, RICP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Anthony Delauney's website
Advisor photo for David Moseley

David Moseley

CRPC, APMA

Financial Advisor

Visit David Moseley's website
Advisor photo for John Watlington

John Watlington

MBA, APMA

Financial Advisor

Visit John Watlington's website


Team

Sherry Chen Kho, CFP®, CRPC®

Sherry Chen Kho, CFP®, CRPC®

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Qualifications

  • CRPC designation
  • BA in Economics from UNC Chapel Hill, 2006
  • Currently hold Series 7, Series 66 and NC Insurance Licenses
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Deborah Bednarcik

Deborah Bednarcik

Client Service Specialist

Qualifications

  • BA in Psychology from Millersville University
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Sharron Regan

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Sandy Sedei

Operations Specialist