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WHO WE ARE

We’ll be honest with you — there’s nothing particularly complicated or flashy about our pursuit. In fact, it’s about as simple as you can get.

Our goal is to make your financial life better.

What does “better” mean? Well, that’s up to you. Maybe it’s feeling secure about your family’s well-being. Maybe it’s knowing that you’re on target for a great retirement. Or maybe it’s just being able to sleep a little better at night knowing you’re taking an active role in your financial future. But that’s the point — there’s no one-size-fits-all definition of “better.”

That’s why we take the time to understand your situation, needs and goals. So we offer the products and services that are right for you.

Meet The Team

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CEO

 

Kris Schwartz graduated from the University of Texas at San Antonio with a Bachelor of Business Administration and Marketing. Kris holds his Series 6 and 63 licenses allowing him to make an impact for his clients not only with insurance, but also supporting them with investment strategies critical to every portfolio.

Kris left his highly successful career in technology to pursue the ultimate challenge of becoming  a financial professional, bringing uncommon knowledge and wisdom to those closest to him.

With a decade of experience, he has become a trusted resource for dentists, physicians, and veterinarians. Kris is a devoted husband to his wife Danielle, and believes his greatest success is found in raising his children, Kole and Kendall. Kris enjoys playing golf, spending time with his family, watching the Cowboys & Longhorns, and volunteering in his community.

Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of

The Guardian Life Insurance Company of America® (Guardian), New York, NY.  CA#4031821

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Noah Davidson

Operations Manager

Noah is the newest member of the team coming in from a health insurance specialist role. He is a graduate of Angelo State University where he majored Marketing. He is a creative thinker that thrives on problem solving and finding solutions that benefit everyone involved. When not working, Noah is avid about being outdoors, in his free time he enjoys hunting, Riding his mountain bike, and spending time with friends and family. 

Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS of Guardian.

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Denise Davis

Executive Assistant

Born and raised in Buffalo, Denise has held various positions throughout her career. She started out in the restaurant industry working her way up to General Manager. After taking time off to raise her children, Denise entered the Financial Industry as a receptionist and administrator with AXA Equitable. Years later she moved with her family to Austin, Texas. She eventually got back into the financial industry holding an administrative position with Capitol Wealth Strategies processing new business. Today she works as Kris's Executive Assistant. Helping Kris keep in close contact with his clients, schedules, meetings and various other administrative duties. In her spare time Denise loves cooking, traveling, and spending time with family including her three grandchildren.

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Isaiah Turner

Marketing Director

Born in Seattle WA, Isaiah grew up in Austin TX, eventually attending UTSA where he found a passion for marketing. Working with several small business owners Isaiah soon ventured into Finance where he met Kris at Capitol Wealth Strategies. Since then Isaiah has taken over all things marketing helping Kris get his message to thousands of medical professionals nationwide. In his free time Isaiah enjoys all things outdoors, playing instruments, and reading.​