About Capellis Financials

 

Capellis Financials was founded on a simple belief — that every household deserves the same quality of financial clarity that corporations pay thousands for. We built this practice to bring professional-grade financial organization, planning, and coaching directly to individuals and families.

Our Story

We are a retired military husband and wife team with over 40 combined years of experience serving others in the world of finance. Service has never just been a job for us — it's been a calling. That commitment didn't retire when we did.

I hold an MBA in Accounting, currently serve as a Senior Financial Analyst, and am a licensed Series 7 and Series 63 financial advisor — credentials that represent years of rigorous study and a commitment to serving clients at the highest professional standard. My husband holds a degree in Finance and has built his expertise in the world of day trading and market analysis, bringing a sharp eye for financial patterns and investment strategy to everything we do.

Together we've spent our careers managing numbers, advising clients, and helping people make confident financial decisions. Now we bring that same expertise directly to the households and families who need it most.

Why Personal Finance?

We've seen firsthand what happens when people don't have access to clear financial guidance. Stress builds. Debt grows. Goals stay out of reach — not because people aren't working hard enough, but because no one ever handed them a clear picture of where they stand.

That's exactly what we do at Capellis Financials. We take your real numbers, organize them into clean monthly statements, build budgets that fit your actual life, and coach you toward the financial future you've been working toward.

Our Credentials

  • MBA in Accounting
  • Licensed Series 7 Financial Advisor
  • Licensed Series 63 Financial Advisor
  • Senior Financial Analysis background
  • Finance degree
  • 40+ combined years in financial services
  • United States Military — Retired

We don't just understand finances — we understand people. And we're here to help you take control of yours.