Broker Check

Meet the Team

Jacob Charlwood, AIF®

Financial Advisor

804-665-1544

804-285-5800

jcharlwood@capfs.com

Jacob works alongside his team to put his resources and core values to work for his clients. Jacob focuses his practice around helping his clients pursue independence using customized investment strategies unique to each individual...

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Kristopher Olexy, CFP®, AIF®, CLU®

Advanced Planning Advisor

804-665-1518

(804) 285-5800

kolexy@capfs.com

Having established his practice in 2002, Kris focuses on helping individuals, families, and business owners achieve and maintain financial independence. Knowing that continued education is critical to providing the most up to date...
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Joshua Hutchinson, APMA®, CRPC®, WMS℠

Financial Advisor

804-665-1543

804-285-5800

jhutchinson@capfs.com

Josh develops personalized strategies by analyzing the goals and objectives of each individual. By helping educate his clients and catering to their needs, Josh helps facilitate achievement to maintain financial independence while...

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Jason Pruden, CFP®, ChFC®

Advanced Planning Consultant

804-665-1521

804-285-5800

jpruden@capfs.com

Maintaining his CERTIFIED FINANCIAL PLANNER™ practitioner and the Chartered Financial Consultant® (ChFC®) designations, Jason Pruden brings additional knowledge and resources to the team. Jason is a graduate of...
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Stacey Lisi, FPQP™

Operations Manager

804-665-1540

(804) 285-5800

slisi@capfs.com

An integral member of the team, Stacey Lisi joined Capitol Financial Solutions in 2009. Stacey manages day-to-day activities and can help schedule your next appointment. She is a dedicated and experienced customer service advocate, and...
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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.