Capitol Family Office, Inc.

Mark Nortman is a financial advisor at Capitol Family Office, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at Capitol Family Office since 2011, including a current tenure starting in 2020, as well as prior roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, he is involved with Executive Tax Advisors, LLC, a firm providing income tax preparation and tax planning services. Capitol Family Office serves individual and high-net-worth clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a diverse investment approach combining multiple analytical methods and typically operates with discretionary trading authority.

Erica Nortman is a financial advisor with Capitol Family Office, Inc. in Beaverton, OR, holding a Series 66 designation and 17 years of industry experience. She has worked at Capitol Family Office since 2011, with prior experience at Financial Advocates Investment Management and LPL Financial. Outside of advisory work, Nortman serves as CFO and Integrator for Executive Tax Advisors, LLC, a tax preparation and planning firm. Capitol Family Office provides advisory services to individual and high-net-worth clients, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a multi-method investment process and typically operates with discretionary trading authority, employing both long- and short-term strategies.