Capital Investment Management, Inc

Matthew Shull is a CFP® professional with 18 years of industry experience, currently serving at Capital Investment Management, Inc. He has been associated with Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. since 2015. Outside of his advisory role, Shull is also an independent insurance agent representing various companies. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account platforms, serving a high client-to-advisor ratio and supplementing investment services with tax planning and estate-document offerings.

Troy Schuster is a CFP® professional with 26 years of experience in financial advising. He has been with Capital Investment Management, Inc. since 2003 and has worked with Cambridge Investment Research, Inc. for the past 15 years. Outside of finance, he is active as a percussionist and serves as president of the Choral Guild of Kansas City. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm utilizes model portfolios and outside strategists within managed-account programs and supplements investment services with tax planning and estate document offerings for larger households.

Faith Boylen is a financial advisor at Capital Investment Management, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked in the hospitality sector and education before entering the financial services field. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms and typically serves a large number of clients per advisor.

David Garrison is a CFP® professional with 37 years of experience in the financial services industry. He has worked at Capital Investment Management, Inc. since 1998 and has been associated with Cambridge Investment Research, Inc. since 2011. Garrison is a member of Capital Tax Consulting, LLC, a related tax and consulting entity, though he is not involved in its day-to-day operations. Capital Investment Management, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations. The firm uses model portfolios and outside strategists within managed-account platforms to build customized portfolios and supplements investment services with tax planning and estate-document offerings.