Our Advisors & Consultants

Davis J. Rieman, Jr.
CFP®, President, 401K/Executive Benefits

Ray Carlson
Regional V.P.
Employee Benefits, Non-Profit Institution Specialist

David Siebel
Regional V.P.
Employee Benefits, Non-Profit Institution Specialist

Jill B. Cooper
CFP ®, Regional V.P., Investment Advisor Rep
Life Insurance, Financial Planning, Employee Benefits/401k, Executive Benefits, Long Term Care

Bruce Weil
Regional V.P.
50+ Employee Benefits, Self-Funded Self Insured Specialist

Renee Rochman
Sales Executive
Employee Benefits, Medicare Supplements

Jim Capitanello
Registered Rep., Sales Executive
Investments, 401K, Life Insurance

Lissa Brand-Kania
Sales Executive
Employee Benefits, Voluntary Benefits

Michelle Meyers
Service & Marketing Manager

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This site has been published in the United States for residents of the United States. We do reserve the right to require proof of residence from any user accessing this site and requesting information. It is not intended for use by, or to provide any information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Capacity Benefits & Financial Services Group, LLC is not affiliated with SagePoint Financial, Inc or registered as a broker dealer or investment advisor.

Representatives may not be registered to provide securities and advisory services in all states.

Guarantees and benefits provided may be subject to the claims-paying ability of the issuing company.

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Our Advisors & Consultants