Broker Check
Our Process

Our Process

From helping you find the right protection for your assets and income, to eliminating debt and investing for the future, we help you develop a roadmap to improved financial health. No two people are the same. Our deep financial knowledge and broad life experiences inform our every decision.

Our Mission

Our Mission

We believe everyone deserves the choice to take control of their own financial independence. So, we take a holistic approach to financial wellness. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future.

Find Financial Freedom with Capital Choice.

We empower Americans with the education and resources needed to achieve and maintain financial wellness.

Our approach is designed to help your retirement weather the harshest of storms.

Find an Associate



Jason Cummings, RFC

Senior Director | SmartVestor

Read more

Scott R. Marion, CFF

Regional Director | SmartAsset SmartAdvisor

Read more

Russell Bloodworth

Regional Director | SmartVestor

Read more

Jody Oliver

Regional Director | SmartVestor

Read more

Get Financial News & Updates Delivered to Your Inbox

Thank you!

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>Exit Strategies of the Rich and Famous</p>

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn More
<p>Managing an Inheritance</p>

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
Learn More
<p>Life and Death of a Twenty Dollar Bill</p>

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Learn More

We partner with industry leaders to offer our clients products and services that match their individual needs and goals...

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.