Capstone Wealth Management Group, LLC

Ronald Stoner is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. He is currently with Capstone Wealth Management Group, Inc. and has been affiliated with related entities since 2006. The firm operates in the wealth management sector.

Joseph Serrapede is a financial advisor at Capstone Wealth Management Group, LLC in Bend, OR, holding a Series 65 designation with two years of industry experience. His background includes roles at Ger-Bear LLC, the Bend LaPine School District, and United Parcel Service. Capstone Wealth Management Group serves individuals, retirement accounts, and businesses with tailored portfolio management and comprehensive financial planning, managing approximately $233 million in client assets. The firm customizes investment strategies based on client objectives and risk tolerances, combining asset allocation with fundamental and technical analysis across various asset classes.

Devon Gaines is a financial advisor at Capstone Wealth Management Group, LLC in Bend, OR, with 16 years of industry experience. He holds a Series 65 designation and has worked at Capstone Wealth Management Group since 2009. Gaines also operates as a CPA. Capstone Wealth Management Group serves individuals, retirement accounts, and businesses by providing individualized portfolio management and comprehensive financial planning. The firm manages approximately $233 million in client assets and employs customized investment strategies that combine asset allocation with fundamental and technical analysis across various asset classes.

Loren Gard is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Capstone Wealth Management Group, LLC in Bend, Oregon. He has been with Capstone Wealth Management Group, LLC since 2006. Capstone Wealth Management Group serves individuals, retirement accounts, and businesses by providing customized portfolio management and comprehensive financial planning. The firm integrates asset allocation with fundamental and technical analysis and maintains a close affiliation with a related accounting firm to offer enhanced tax and accounting resources.

Tiffany Forste is a financial advisor at Capstone Wealth Management Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Northwestern Mutual Investment Services LLC and Double Haul Wealth Management Group, LLC. Outside of her advisory role, she manages a single-family rental property. Capstone Wealth Management Group, Inc. serves clients with personalized wealth management solutions.

James Conrads is a CFP® with 22 years of industry experience, currently serving as an advisor at Capstone Wealth Management Group, LLC. He has worked with Capstone since 2003 and also has experience at Pacific West Securities, Inc. Conrads holds the Series 66 designation. Capstone Wealth Management Group is an SEC-registered advisory that provides individualized portfolio management and comprehensive financial planning to individuals, retirement accounts, and businesses. The firm manages approximately $233 million in assets, offering customized investment strategies that incorporate fundamental and technical analysis across various asset classes, with regular account reviews and rebalancing.

Kevin Serrapede is a CFP® professional with 21 years of experience in the financial services industry. He is currently with Capstone Wealth Management Group, LLC, where he has worked since 2004, and also maintains a long-term role at Old Mill Mortgage. Capstone Wealth Management Group is an SEC-registered advisory serving individuals, retirement accounts, and businesses with customized portfolio management and comprehensive financial planning. The firm manages approximately $233 million in client assets and emphasizes tailored investment strategies combining asset allocation, fundamental and technical analysis, along with close integration of tax and accounting resources through an affiliated accounting firm.