Our Team
Meet the CFP Team
Dillon Smith, CFP®
Michael Davis
PARTNER, FINANCIAL PLANNER
Rahul Patel
FINANCIAL PROFESSIONAL
CERTIFIED FINANCIAL PLANNER® Professional
ADMINISTRATIVE ASSISTANT
Justin Glassman
The Piedmont Group Resources
Through our relationship with The Piedmont Group, we have access to the following specialists and resources.
Eneko Clayton
Ryan Young
Business & Advanced Planning Specialist
Director of Financial Planning
Miriam Powers, CFP
Paraplanner
These individuals above are not employees of Capstone Financial Partners