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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 future. 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 help achieve and maintain financial wellness.

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

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WHAT OUR TEAM HAS TO SAY

At Capital Choice, we help free everyday families from the stress of debt, so they can focus on what matters most to them.

– Jason Cummings, Associate in Knoxville, TN

Capital Choice provides the resources I need to educate and support clients on their journey to financial wellness.

– Scott Marion, Associate in Knoxville, TN

With Capital Choice, I can help families in my community save and plan for the future — to help them reach their goals and dreams.

– Russell Bloodworth, Associate in Lillian, AL

Jason Cummings

Jason Cummings, RFC

Senior Director | SmartVestor

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Scott R. Marion

Scott R. Marion, CFF

Regional Director | Capital Choice

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Russell Bloodworth

Russell Bloodworth

Regional Director | SmartVestor

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Jody Oliver

Jody Oliver

Regional Director | SmartVestor

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The SmartVestor is a service that connects Dave Ramsey fans with a network of investment professionals. Not just anyone can be a SmartVestor Pro. Our Pros must have passed a vetting process and follow a formal code of conduct laid out by Dave Ramsey and his team. Our Pros has a client-first mentality, and treat you like a teammate, not a transaction.


Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program.  Advisors that participate in this program pay a fee to belong to the program for client leads that are provided.  Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by CoreCap Investments, LLC or CoreCap Advisors LLC.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Designations

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Helpful Content

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

Understanding FDIC Insurance

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
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Second marriages are a trigger event to revisit any existing estate strategies.
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Solve a mystery while learning how important your credit report is with this story-driven interactive.
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We partner with industry leaders to offer our clients products and services that match their individual needs and goals...

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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.