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Our Team

Allen Montgomery Headshot

Allen Montgomery

Principal, Senior Advisor & Portfolio Manager

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Chris Kline Headshot

Chris Kline

Senior Advisor & Portfolio Manager

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Zachariah Kline Headshot

Zachariah Kline

Advisor & Portfolio Manager

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Jonathan Stump Headshot

Jonathan Stump, CFA

Head of Equity Research & Trading

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Lauren Mansfield Headshot

Lauren Mansfield

Head of Account Operations

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Capstone Wealth Management Corp. is an SEC-registered investment adviser. Registration does not imply a particular level of skill or training. This site is informational only and is not personalized investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. See our Form ADV for full details on services, fees, and conflicts of interest.

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