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.
Chris Johnson, CFP®, Chief Executive Officer
With over 20 years of investment management experience, Chris Johnson has helped establish Capital Investment Counsel (CIC) as one of the largest wealth management firms in Colorado and Arizona.
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Clark Johnson, CFA, President & Director of Research
Overseeing investment research at Capital Investment Counsel, Clark Johnson has developed the company's sophisticated investment and trading strategies and currently manages portfolios for high net worth individuals, corporations, foundations and public entities nationwide.
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Stephen Dreiling, CFP®, Executive Vice President
With over a decade of experience in the financial industry, Stephen Dreiling, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning.
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Bob Bush, AIF, Director of Fixed Income & Economics
Bob Bush has over 30 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.
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Jason Rosener, CFP®, Vice President
With over a decade of experience in the financial industry, Jason Rosener, a CERTIFIED FINANCIAL PLANNER™, has extensive knowledge of investments, insurance, tax, estate and retirement planning. He is a member of the Financial Planning Association (FPA).
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Brian McDowell, CFA,Vice President 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. Brian has earned the right to use the Chartered Financial Analyst designation, a globally recognized standard for measuring the competence and integrity of financial analysts.
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Tom Hackett, Senior Vice President
After more than 45 years in the investment business, Tom Hackett had grown Hackett Investment Advisors, Inc. to one of the largest wealth management firms in Arizona, managing assets for individual investors, corporations, foundations and public entities nationwide.
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Matt Blake, Portfolio Manager
With nearly a decade of experience in the financial industry Matt Blake has worked extensively with portfolio management, insurance planning, financial planning and client relationships.
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Kathy Mezei Raabe, Portfolio Manager
After more than 20 years in the financial industry, Kathy Mezei Raabe has impressive credentials in the investment arena.
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Andrew Reinhardt, CFP®, Portfolio Manager
During the past 8 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.
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Matthew J. Henderson, CFA, Portfolio Manager
Matt Henderson, CFA, brings to Capital Investment Counsel more than a decade of experience in the investment management industry.
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Lisa Schwinghammer, CFA, Portfolio Manager
With over 18 years of experience, Lisa Schwinghammer utilizes her strong background in discretionary portfolio management and stock analysis, Lisa brings a high level of expertise and attention to her clients’ accounts.
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Alice G. Bullwinkle, CFP®, Portfolio Manager
Alice G. Bullwinkle brings to Capital Investment Counsel more than 25 years of experience in the investment management business and is a CERTIFIED FINANCIAL PLANNER™ with expertise in retirement, tax, investment and estate matters.
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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.
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Brian L. Coughlan, Portfolio Manager
Specializing in high-net-worth and institutional clients, Brian L. Coughlan has more than a decade of investment experience with major banks and private money management firms.
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Cody R. Amis, CFA, CFP®, Portfolio Manager
Cody has been providing wealth management for high-net-worth families and small business owners for over ten years. He specializes in designing investment strategies that integrate with other facets of a client’s comprehensive financial plan including income tax, retirement, estate, and risk management needs.
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Gail Yamamoto, Fixed Income Trader
With over 20 years of experience in both bond and equity markets, Gail Yamamoto is an expert in portfolio management. Her primary responsibilities at Capital Investment Counsel include investment trading functions, and portfolio allocation and rebalancing.
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