Monica Hurtado

Marketing Specialist Monica joined Capstone as a marketing specialist in 2021, and her prior experience includes creating and implementing the design and art production of educational and promotional materials, from collaborative conceptualization through final product of print, digital and interactive products. Monica specializes in developing, implementing and executing strategic marketing...

Jon Wilsman

Investment Sales Advisor Jon joined Capstone in 2021 as Investment Sales Advisor in the Orlando office with more than 10 years of experience in the financial industry. He is a highly motivated individual who uses his extensive relationship management and sales experience to leverage the best opportunities for his clients....

Jeff Dickey

Performance and Development Manager Jeff joined Capstone’s team in 2022 as a Performance and Development Manager. Prior to joining, Jeff spent 21 years in Naval Special Operations leading elite teams in high-impact, fluid environments across the globe. Over the course of his military career, Jeff held a variety of roles...

Travis Cundiff

Investment Sales Advisor Travis joined Capstone’s team in 2022 as an Investment Sales Advisor. He earned a Bachelor of Science degree in Chemistry from Radford University, which kicked off a 22-year career spanning across sales, operations, analytics and training. Travis takes pride in building lasting relationships with his clients, and...

Melanie Ng

Senior Investment Analyst Prior to joining Capstone, Melanie worked for a boutique brokerage firm that specialized in manufactured housing. While she primarily oversaw the underwriting and transaction management on single and portfolio assets, she was also responsible for strengthening client relations. From her experience, she brings over a wealth of...