At Capital Fiduciary Advisors, we work as a team—leveraging our collective strengths to develop the most appropriate investment strategies and services for our clients. The Capital Fiduciary Advisors Investment Committee, a group of seasoned investment professionals collectively directs overall investment strategy. The Investment Committee has more than ten decades of combined industry experience in successful asset management, financial planning, and specialty investment services.
While we hold numerous accreditations and degrees (including CFP®, CIMA®, AIF®, CPA®, and MBAs), we believe it is our commitment to superior service in our client relationships that differentiates us as a firm. Our primary objective is to provide exceptional wealth advisory services by maintaining strong partnerships based on trust, honesty, integrity, and clear communication. Our success is measured by our clients’ success.
Thurston Spaulding Jr., MSI
CCO & Managing Director
Paul K. Jacobson, CPA
Managing Director & Senior Wealth Advisor
Associate, Portfolio Analyst
Yasmine Karimi, MS