Important notice: Capital CS Group, does not provide advice or solicit clients through Whatsapp messaging, if you have been contacted through this medium, please note that this was not by a representative of Capital CS Group. These individuals are impersonating our representatives, if you have received such message, please report to our firm as we are currently attempting to resolve this issue.

Why Choose Us:

Expertise and Innovation

Our seasoned team has years of experience and stays ahead of industry trends and innovations. We leverage cutting-edge technologies to provide data-driven insights and real-time performance tracking.

Customized Solutions

We recognize that every client’s financial situation is unique. Our services are personalized to align with your specific goals and circumstances.

Fiduciary Duty

As a fiduciary, we are committed to acting in your best interests. Our recommendations are unbiased, transparent, and focused on helping you achieve your financial objectives.

Collaboration and Support

We work collaboratively with you, your family, and existing advisors to ensure an integrated approach. Our team is readily available to provide ongoing support and guidance as your financial situation evolves.

At Capital CS Group, we are more than just advisors – we are your dedicated partners in achieving financial success. Let us help you navigate the complexities of wealth management and create a solid foundation for your future. Welcome to Capital CS Group – where your financial goals become our mission.

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Jessica McConnell CRPC®, CRPS®

Managing Partner, CCO, Rule 144 Consultant

Prior to joining the Capital CS Group, Jessica was a Senior Vice President and member of the UBS Directors...

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Todd Carbone CRPC®, CRPS®

Managing Partner, Senior Portfolio Manager, Rule 144 Consultant

Todd consistently strengthens his Team’s practice by being a cut above the typical investment advisors. Innovation is at the...

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Amy McGinnis

Financial Advisor, Marketing Director

As a Financial Consultant, Amy is committed to providing clarity, confidence, and advice necessary to plan for comprehensive management...

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Shad Lamm CRPC®

Strategic Partner

Shad Lamm is an Owner, Partner and Senior Financial Advisor with Keystone Private Wealth. Shad specializes in wealth management,...

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Mark Thatcher CRPC®

Strategic Partner

Mark Thatcher is an owner, Partner and Senior Financial Advisor with Keystone Private Wealth. Mark specializes in wealth management,...

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John Wong

Strategic Partner

John Wong serves as an Associate with Keystone Private Wealth. As an Associate, John is responsible for a wide...

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Lisa Beaty

Financial Planner

Lisa Beaty provides financial planning and related services to independent financial advisors. Lisa’s goal is to enhance the client-advisor...

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Chris Rick, CFP®

Strategic Partner

As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris believes every client should have a financial plan they understand which is...

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Michael Mortenson, CFP®

Strategic Partner

Michael Mortenson, CFP® serves as an Executive VP & Senior Financial Advisor with Keystone Private Wealth. He is a...

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John “JP” Polovick

Strategic Partner

John serves as a Senior Financial Advisor with Keystone Private Wealth.  John has over a decade of experience working...

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Joseph Alcon

Strategic Partner

As a Senior Financial Analyst, Joseph brings a blend of entrepreneurial experience with 15 years in the financial investment...

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Todd Luttmers

Senior Financial Advisor

Todd is a licensed financial advisor with Series 7 and 66 licenses, has earned a strong reputation for his...

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Robert Valenzuela

Senior Financial Advisor

Robert has a wealth of experience in the financial services industry. After beginning his career as a banker in...

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Nichole Chrisman

Senior Client Service Associate

We are excited to announce a new addition to our Keystone Private Wealth team! Please join us in welcoming...

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