Allen has more than 35 years of experience of active management of individual client portfolios and overseeing a substantial portion of CWM’s assets. His long-term, disciplined approach helps clients navigate market cycles and periods of uncertainty with confidence.

Chris manages over $70 million in client assets as of January 1st, 2026. He believes modern markets require a disciplined, risk-first approach - not outdated rules or emotional decisions. His focus is helping clients protect what they’ve built and stay confident through changing market conditions.

Jonathan joined Capstone in 2013 after earning dual degrees in Finance and Accounting from Berry College. A CFA charter holder, he is a fundamental investor who combines long-term, high-conviction positions with tactical trading guided by market structure and flow.

Lauren is the Head of Account Operations at our firm, bringing over 20 years of experience and deep institutional knowledge. She ensures smooth operations, supports advisors, and helps maintain the high standards that define a fiduciary practice. Lauren helps both clients and the firm thrive.