GREGORY C. FALZONE
Vice President - Business Development


Greg Falzone directs the efforts of Capstone’s Internal Sales Team. He also partners with Executive Vice President Scott Wynant in cultivating and servicing key account relationships. Prior to joining the Capstone team, Greg held senior marketing positions with John Hancock Financial Services, Bank of America, and Golden Capital Management. Greg graduated with a B.S. in Marketing from Bridgewater State University. He is a member of the Investment Management Consulting Association and is a CFA Level II candidate. Greg resides in the Houston area with his wife and three young children. He enjoys spending time with his family, running, and playing ice hockey.

SCOTT FRAKES
Vice President - Central Region


Scott inspires Financial Advisors to grow and manage their businesses more effectively. Many Advisory Teams require customized solutions to complex problems. Scott has comprehensive experience in dealing with well established Advisory Teams who specialize in the Financial Planning Process. Scott is often tapped as a resource to show the unique benefits of Capstone’s portfolio management solutions. Cash flow, income, and long-term asset growth are his areas of focus. He spent five years as a Financial Advisor with A.G. Edwards in St. Louis, and has been with Capstone since 1999. Scott is married with two young children. He and his family enjoy traveling, movies, and sports, especially St. Louis Cardinals baseball. He works closely with Robert Karisch, who is a 20 year veteran of Capstone.

JASON O. GANTT
Vice President - East Region


Jason serves on Capstone’s marketing and client service teams with broker/consultant responsibility for the firm’s East Region. He began his career in 1998 with State Street Research in Shareholder Services. In 1999, he joined Boston Capital Securities as Sales Desk Manager and Regional Vice President, offering non-listed REITs and Direct Investments. He now helps financial consultants build their advisory business though customized investment solutions. Jason grew up in Ohio, and has been living in New England since 1998. He is an avid Cleveland sports fan, and enjoys soccer and golf. Jason lives in Connecticut with his wife and three children.

ROBERT A. KARISCH
Assistant Vice President - Central Territory


Rob serves on Capstone’s marketing and client service teams. His responsibilities include supporting the central region advisor/consultant channel partnering with Scott Frakes. Additionally, Rob provides national support for structured products. His duties include new business and relationship development, marketing, and client servicing. Rob began his career in 1990 with Capstone as a Regional Marketing Representative for retail managed accounts. Rob is native to Houston and is a fifth generation proud Texan. He enjoys golf and fresh water bass fishing on the many Texas fishing lakes and rivers. He is active with the Houston chapter of the Texas State University Alumni Association and an avid fan of Bobcat athletics. In his spare time, Rob enjoys outdoor activities including grilling and barbequing. Rob resides in Houston with his adopted Shetland Sheepdog.

LUKE LLOYD
Vice President - West Region

Luke serves as Vice President for Capstone’s West Region. He facilitates business by providing advisors with up-to-date information on products and markets, and serves as a local resource in sales, marketing, and service. Luke is a graduate of the University Iowa and previously served as a financial advisor for both Wells Fargo and Chase Investments.

Luke grew up in Houston and returned soon after attending college. He enjoys spending his free time playing softball and mountain biking.

KEVIN MOODY
Regional Marketing Representative - East Territory


Kevin serves Capstone’s marketing and client service teams with broker/consultant responsibility for the East Region. His duties include marketing and relationship development, daily client service and account maintenance, and new account establishment. Kevin works in partnership with Jason Gantt to provide support to our advisor/consultant channels. Kevin began his career in financial services with Van Kampen Funds in their customer service department. Kevin is a native Houstonian and moved back to Houston after spending four years in Rhode Island with Fidelity. Kevin is an avid reader and he enjoys spending time outdoors and playing volleyball. Football season is his favorite time of year, and he is a lifelong Dallas Cowboys fan.

SCOTT TALLMAN
Vice President - Southwest Region


Scott serves on Capstone’s marketing and client service team with broker/consultant responsibility for the Southwest region. He works closely with advisors to help build their book of business with prospects and existing clientele. His goal is to be a resource for information on best practices, market trends and custom solutions for clients. Scott began his investment and financial services career in 2002 and has been with Capstone since 2008.

Scott grew up in Lawrence, KS and lived in the Los Angeles area before moving to Houston, TX. Scott is a self admitted “sports junky” with special interest in the Kansas Jayhawks and Chicago Cubs. He enjoys spending his free time with his wife, family, friends and his English Bulldog, Vinny.

DOUGLAS E. WILLINGHAM
Investment Advisor Representative


Doug serves as part of the client development team, assisting with client services, new client relationships, portfolio analysis and financial planning. He began his career in 1976 with Dresser Industries serving in several locations around the world in the areas of finance and resource management. In 1999, Doug joined American Express and gained valuable financial services experience before moving to AG Financial as a trust officer in 2003. In 2006 he was asked to join the Wealth Management group which was subsequently merged with Capstone. Doug is an Investment Advisor Representative and a Certified Trust and Financial Advisor.

SCOTT WYNANT
Executive Vice President


Scott Wynant brings over 28 years of experience in financial and investment services to his position as Executive Vice President. His broad financial background consists of serving as first Vice President of Smith Barney for 16 years, and 11 years as Executive Vice President of AG Financial Trust and Investment Services.  Scott was instrumental in the creation of AG Financial Wealth Management Solutions, LLC, and the Steward family of faith-based mutual funds. He served as chief investment officer and member of the AG Financial Investment Committee since 1998 and was charged with day-to-day responsibilities of monitoring, implementing and reporting on AG Financial Solutions investments. Scott serves on the Capstone Investment Committee and the Capstone Asset Allocation Committee.  Scott and his wife Nancy reside in Houston, TX and have two married children and four granddaughters.

JOHN  VIVRETT
Regional Marketing Representative - Southwest Territory

John serves on Capstone’s marketing and client service teams. His duties include new business and relationship development, marketing, client servicing and account maintenance. John works in partnership with Scott Tallman to provide support for our Southwestern United States clients. He began his financial services career at JPMorgan Chase and joined Capstone in 2011. John earned his B.S. in Personal Financial Planning from Texas Tech University.

In his spare time, John enjoys hunting & fishing, golfing, spending time outdoors and watching Texas Tech and Houston Texans football.