Our Team

As CEO, Michael is responsible for all aspects of the company’s vision and strategic planning. Michael founded Capital Planning in 1983 to deliver investment and wealth planning solutions to managers and...

Jim has been with the firm since 1985 and became President in 2005. He received his MBA from the University of Geneva, Switzerland through a program coordinated by the Swiss Banking School.  Jim’s dedication to advanced...

David loves teaching with an emphasis on making complex things simple to understand. As a former and frequent guest speaker at Boeing’s Management Association meetings, he has taught on a wide variety of wealth...

Brenda is caring and compassionate and has been building relationships with Capital Planning investment advisory clients since 1996. As a Chartered Financial Consultant® she works alongside...

Courtney is a Certified Financial Planner™ professional and has been with Capital Planning since 2007. She works closely with Michael Miller, CEO, and Jim Kelley, President, assisting our Boeing ...

Pattie joined Capital Planning with experience as a Chief Operations and Compliance Officer. She is responsible for managing and improving the operational systems, processes, and policies that support the client...

Crystal joined Capital Planning in February 2012 and is a Portfolio Specialist. Her background offers a solid, knowledgeable foundation for Capital Planning clients and provides the important market support to...

Leigh is a welcomed addition to the Capital Planning team. He joins us from American Funds Service Company with over 11 years of customer service experience in a variety of roles including Client Services, Training...