Our Team

We work as a team to provide wealth & retirement planning, investment management, and estate & family legacy services.

Each client is served by an advisory team consisting of a lead financial advisor and a client service associate. They are your dedicated service team and main points of contact. Our experienced advisory teams work with a limited number of clients, which allows them to devote the necessary time and attention to each personal wealth plan. When needed, specialists in the firm are available from the financial advisory, portfolio administration, and investment research teams. In addition, we proactively collaborate with other outside service professionals such as estate, legal, accounting, insurance, and business advisors.

Michael D. Miller, CFP®, ChFC®

Founder & CEO, Wealth Advisor

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...

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James E. Kelley, Jr., MBA, CFP®

President & COO, Wealth Advisor

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...

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Brenda J. Lee, AAMS®, ChFC®

Financial Consultant

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...

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Courtney O. Hanrahan, CFP®

Financial Consultant

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 ...

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David L. Dunn, CFP®, CPA, PFS

Wealth Advisor

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...

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Patricia J. Hart

Operations & Compliance Manger

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...

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Crystal L. Mason

Portfolio Administrator

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...

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Anna M. Denton

Associate Portfolio Specialist

Leigh D. Washington

Client Service Associate

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...

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Maryna S. Wooden

Client Service Associate

Brian J. Hawn

Front Office & Marketing Associate

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