Team

Collaboration is the key to helping our clients achieve their personal, family, and financial goals.The combined experience of the individuals below brings a wide breadth of knowledge that helps protect, preserve, and grow what is important to those who depend on us for advice.  Our team is committed to empowering our clients through passion, empathy, and a fiduciary-based approach.

 

William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning Advisor, Team Leader

As Team Leader, Will’s intention is to build an interdependent group of subject-matter experts who serve the clients of Capitol Financial Solutions in a world-class fashion.Will’s practice primarily focuses on retirement income planning and wealth management. Will graduated from Hampden-Sydney College and he has also attained his CERTIFIED FINANCIAL PLANNER™ certification. He lives in the Five Points area of Raleigh with his wife, Summer, and sons, Jack and Ben.

 

David  Booker, CFP®, CRPC®
Financial Planner

Comprehensive fee-based financial planning and wealth management strategies are the main focus of David's practice.  He is a Raleigh native and has over 14 years of experience in the financial services industry.  David was recoginzed at his previous firm, Signator Investors, Inc., with the prestigioius Achieving Client Excellence Award.  David has earned the CERTIFIED FINANCIAL PLANNER™ certification and holds dual degrees in International Studies and French from UNC-Chapel Hill. David currently resides in the North Hills area of Raleigh with his wife, Deborah, and children Annabelle and Heath. 

Kent Thompson, CFP®, MSFS 

Financial Advisor                                 

Social Security planning, Medicare benefits, long term care, and retirement income strategies are the main focus of Kent’s practice. He brings over 35 years of valuable experience to the team, he has earned the CERTIFIED FINANCIAL PLANNER™ certification, and has his Masters in Financial Services.  He is a native of Southern Pines and is currently involved with the Wake Tech Foundation, Adult Care Home Community Advisory Committee and is Secretary for the Cary Rotary Club and Wake County Estate Planning Council.

 

Trevor Lawson, CFP®,  AIF®,  RICP®CDFA®
Financial Advisor

Trevor is focused on helping individuals and families create financial independence. He is a graduate of North Carolina State University. He has built relationships in the medical community, as well as, with lawyers, CPA’s, and entrepreneurs. Trevor has been recognized with the prestigious Achieving Client  Excellence award and also earned his CERTIFIED FINANCIAL PLANNER™ certification.

 

 

Corbin Oliver, CFP®,AIF®, RICP®
Financial Advisor

Corbin began his career with Capitol Financial Solutions immediately after graduating from the Poole College of Management at North Carolina State University in 2014 with a degree in Finance. Since then he has earned three professional designations (CERTIFIED FINANCIAL PLANNER™ certification, Accredited Investment Fiduciary® and Retirement Income Certified Professional®) and has been nationally recognized with the Achieving Client Excellence award. He specializes in working with families and state/university personnel by helping them  understand how to maximize their retirement, minimize taxes, and plan for the contingencies they may face.

 

Andrew K. Rose, CFP®, CLU®, RICP®
Financial Advisor

Andrew has served in the financial planning industry for ten years. He started his career after graduating from North Carolina State University with a Business Management Degree (B.A.) and a concentration in Finance. Andrew specializes in the areas of wealth accumulation, retirement distribution and employee benefit planning. He has earned the CERTIFIED FINANCIAL PLANNER™ certification.  As a native of North Carolina, he resides in Garner with his wife, Devon, and their chocolate lab, Lucy.

 

Devin Butler, CFP® AIF®, CRPC® 
Financial Advisor

Devin’s practice focuses on overall financial planning for young professionals, university personnel, and retirees. He works with people throughout North Carolina in order to help them focus on achieving their financial goals. Devin worked at Capitol Financial Solutions for over a year before graduating from North Carolina State University where he earned a Business Management Degree with a concentration in Finance.

Jeff Harless
Plan Analyst

Jeff worked nine years with the State of North Carolina’s 457(b) plan provider before the transition to his current role.  An independent firm like Capitol Financial Solutions provides objective guidance to the clients we serve, but also has a tremendous amount of potential solutions that need proper vetting.  Jeff does this for our team of advisors, and always does so in a client-centered focus.  After growing up all over the United States in the Air Force, Jeff came back to his father’s home state and graduated Cum Laude from North Carolina State University.

The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc.  and the John Hancock family of companies.  The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

*Not registered with Royal Alliance Associates, Inc.