Capital Management Associates Inc

Amanda Cribbs is a financial advisor at Capital Management Associates Inc with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Amanda also has experience in roles outside the financial sector, including positions at Discovery Benefits and VARIDESK. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment approaches, including fundamental and technical analysis, asset allocation, and options strategies, and manages approximately $776 million in discretionary assets and $852 million in non-discretionary assets as of the end of 2024.

Fong Her is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services, LLC and Edward Jones. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment approaches, including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading, and it employs third-party asset managers within its Managed Accounts Program.

John Truckenbrod is a CFP® with 37 years of experience in financial advising. He has worked at Capital Management Associates, Inc. since 2016 and previously held positions at VSR Advisory Services and First Advisors. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, asset allocation, and options strategies, and offers both discretionary and non-discretionary portfolio management.

Gregory Paine is a financial advisor with Capital Management Associates Inc in Faribault, MN, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and 1st United Bank. Outside of his advisory work, he is a partner in a family-owned rental property business. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of strategies including fundamental, technical, and cyclical analysis, as well as options strategies and both long- and short-term trading approaches.

Scott Foreman is a financial advisor with Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with several firms including VSR Advisory Services and First Advisors, and has served as Secretary of the Hispanic Republican Assembly of Minnesota. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment approaches including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

Robert Cooper is a CFP®-certified financial advisor with 21 years of experience at Capital Management Associates Inc in Faribault, MN. He holds a Series 66 license and is also a licensed insurance agent authorized to sell life, accident and health, variable life, and variable annuities. Cooper has been with Capital Management Associates and its affiliated broker-dealer since 2005. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers both discretionary and non-discretionary portfolio management as well as a manager-of-managers program.

Gregory Stroh is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with Capital Management Associates and Capital Management Securities since 1982. Outside of his advisory role, he serves as president of the Faro Blanco homeowner association and is a director and shareholder of the Pixie Point homeowner association. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes fundamental, technical, and cyclical analysis, asset allocation, options strategies, and both long- and short-term trading approaches, alongside third-party asset managers within its Managed Accounts Program.

Robert Shepard is a financial advisor at Capital Management Associates Inc in Minneapolis, MN, with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Capital Management Associates since 1999, also working with Capital Management Securities since 1990. Outside of advisory work, he is involved in researching and implementing insurance coverage. Capital Management Associates provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and offers a manager-of-managers program along with individual portfolio management.

Jane Truckenbrod is a financial advisor at Capital Management Associates Inc with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including First Advisors and VSR Advisory Services. She has been with Capital Management Associates since 2016. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies and utilizes third-party asset managers within its Managed Accounts Program.

Melissa Glennie is a financial advisor with Capital Management Associates Inc in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 32 years of industry experience. Glennie has been with Capital Management Associates and its affiliated broker-dealer since 1998. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, asset allocation, and options strategies, and utilizes third-party asset managers within its Managed Accounts Program.

Matthew Serrano is a CFP® with seven years of industry experience, currently serving at Capital Management Associates Inc. He previously worked at RBC Capital Markets, Merrill Lynch, the Teachers' Retirement System of the City of New York, and BlutekUSA. Serrano volunteers as a financial coach for young adults and recent widows through nonprofit organizations. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a range of investment approaches including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management.

Michelle White is a financial advisor at Capital Management Associates Inc with nine years of industry experience. She holds the Series 66 designation and has worked at firms including First Advisors and GS Capital Management, LLC. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment approaches, including fundamental and technical analysis, options strategies, and a manager-of-managers managed accounts program.

Alexander Pengelly is a CFP® with nine years of industry experience, currently serving at Capital Management Associates Inc. since 2017. He has prior experience at Capital Management Securities, Inc., and worked at Gustavus Adolphus College for four years. Pengelly is also the 2026 Chairman of FPA Minnesota. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies, including fundamental and technical analysis, asset allocation, and options strategies, and manages both discretionary and non-discretionary client assets.

Herbert Richardson III is a financial advisor at Capital Management Associates Inc with 8 years of industry experience. He holds a Series 66 designation and has been associated with Capital Management Securities, Inc. and Capital Management Associates since 1995. Outside of his advisory role, he is involved with AMWAY in a non-investment capacity. Capital Management Associates provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm utilizes a range of analytical approaches and employs third-party asset managers within its Managed Accounts Program.

Thomas Luing is a CFP® professional with 36 years of industry experience, currently serving at Capital Management Associates Inc since 2009. He holds Series 63 and Series 66 licenses and has additional roles including business consulting through Luing Holdings, LLC, tax preparation during tax season, and serving as a board member of the Worthington Duck Club. Capital Management Associates provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary portfolio management, as well as a manager-of-managers program.