More than offering unparalleled hands-on experience and expertise in wealth management, we are a personable, approachable, down-to-earth group dedicated to helping clients. We are easy to talk to and perhaps more importantly, easy to understand.
To learn more about us as individuals, such as credentials, experience, and so on, click on the Bio link below each person. And if you’d like to contact any one of us individually, you’ll find an email link as well.
Stephen Dreiling, CFP®, Chief Executive Officer
With nearly 20 years of experience in the financial industry, Stephen Dreiling, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning.
Bio > | Email >
Jason Rosener, CFP®, President
With nearly fifteen years of experience in the financial industry, Jason Rosener, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning. At Capital Investment Counsel, Jason focuses on portfolio management and client relationships.
Bio > | Email >
Brian McDowell, CFA, Director of Research and Trading
During his career in the investment industry, Brian McDowell has developed extensive knowledge and expertise in equities, fixed income and economics. His responsibilities at Capital Investment Counsel focus primarily on researching and interpreting the investment and economic environments while directing and managing the efforts of CIC's research and trading teams.
Bio > | Email >
Chris Johnson, CFP®, Director and Portfolio Manager
With nearly 30 years of investment management experience, Chris Johnson founded and helped establish Capital Investment Counsel (CIC) as one of the largest wealth management firms in Colorado and Arizona, managing assets for high net worth individuals, corporations, foundations and public entities nationwide.
Bio > | Email >
Clark Johnson, CFA, Director and Portfolio Manager
Clark Johnson helped develop the company's sophisticated investment and trading strategies and currently manages portfolios for high net worth individuals, corporations, foundations and public entities nationwide.
Bio > | Email >
Bob Bush, AIF, Director of Fixed Income & Economics
Bob Bush has 37 years of experience in the investment field, and is founder of ERIC Forecasting Publications, an economic and fixed income consulting service. Intense focus on macro economic developments both in the US and around the world is the foundation for his research.
Bio > | Email >
Andrew Reinhardt, CFP®, Senior Vice President
During the past 13 years, Andrew Reinhardt has facilitated growth and asset protection strategies for high net worth individuals and families. A CERTIFIED FINANCIAL PLANNER™, Andy has specific expertise in the financial planning areas of retirement analysis, investment management, insurance, and tax and estate planning.
Bio > | Email >
Tom Hackett, Senior Vice President
After 50 years in the investment business, Tom Hackett developed Hackett Investment Advisors, Inc. into one of the largest wealth management firms in Arizona, managing assets for individual investors, corporations, foundations and public entities nationwide.
Bio > | Email >
Matthew J. Henderson, CFA, Analyst, Portfolio Manager
Matt Henderson, CFA, brings to Capital Investment Counsel fifteen years of experience in the investment management industry. His focus at CIC includes portfolio management and investment research.
Bio > | Email >
Brian L. Coughlan, Portfolio Manager
Specializing in high-net-worth and institutional clients, Brian L. Coughlan has fifteen years of investment experience with major banks and private money management firms.
Bio > | Email >
Landen Lunsway, CFP®, Portfolio Manager
With over ten years of experience in the financial industry, Landen Lunsway, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning. At Capital Investment Counsel, Landen focuses on holistic financial planning and client relationships.
Bio > | Email >
Lisa Schwinghammer, CFA, Portfolio Manager
Utilizing her strong background in discretionary portfolio management and stock analysis, Lisa Schwinghammer brings a high level of expertise and attention to her clients' accounts.
Bio > | Email >
Chris Palermo, CFA, CFP®, Portfolio Manager
Chris brings to Capital Investment Counsel over 12 years of investment experience. Chris specializes in portfolio management with a emphasis on financial, retirement, estate, tax and insurance planning.
Bio > | Email >
Kathy Mezei Raabe, CFP®, Portfolio Manager
After more than 30 years in the financial industry, Kathy Mezei Raabe has impressive credentials in the investment arena. At Capital Investment Counsel, she specializes in portfolio management, investment research and client relationships.
Bio > | Email >
Joel Johnson, CFP®, Portfolio Manager
For the past 14 years, Joel Johnson has been managing complex portfolios and providing comprehensive financial planning solutions for high net worth clientele. As a CERTIFIED FINANCIAL PLANNER™, Joel draws on his vast knowledge of investment management, insurance, tax, estate and retirement planning when constructing portfolios to meet the unique needs of his clients.
Bio > | Email >
Larry Hilton, Portfolio Manager
After more than 40 years in the financial services industry, Larry Hilton has broad experience in all facets of financial management and banking. He worked at Valley National Bank of Arizona and Prudential Securities before becoming a partner at Hackett Investment Advisors, which was purchased by Capital Investment Counsel in 2007.
Bio > | Email >
Rich Romlin, CFA, Research Analyst
Rich's responsibilities as an Analyst at Capital Investment Counsel focus primarily on researching and interpreting investment and economic environments.
Bio > | Email > |
