Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Johnny Dawson

Johnny Dawson

APMA, CRPC

Private Wealth Advisor

Chief Executive Officer of Capstone Wealth Advisors
Learn more about Johnny Dawson Visit Johnny Dawson's website
Advisor photo for Helen Colon

Helen Colon

CDFA®, APMA

Financial Advisor

Learn more about Helen Colon Visit Helen Colon's website


Our team

Borah Dawson

Borah Dawson

Business Development Director,

Chief Operating Officer of Capstone Wealth Advisors
Sarah Parish

Sarah Parish

Operations Director

Zach Moritz

Zach Moritz

Paraplanner

Amy Bly

Executive Assistant