Feel Secure No Matter What The Future Brings
Begin your plan for your financial future
About Us
Our Mission
Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for your retirement. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.
Our Focus
Capital Strategies Group is a full-service retirement planning financial advisory that is driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. How can we help you secure your financial future?
Meet Our Team
Camber Koerner
- Finance Administration since 2017
- Office Receptionist since 2016
- Medicare Support since 2017
Anjum J. Malone
- Licensed P&C Insurance Agent – 2009
- Bachelors of Science Degree from Brigham Young University
- Notary Public
- Business Owner since 1990
Ana Salazar
- Administrative Support in Finance Industry since 2003
- P &C Agent 2013
- Medicare Agent – 2016
Geoffrey W White
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Advising Clients since 1999
- Chartered Financial Consultant
- Board Certified in Asset Allocation
- Board Certified in Estate Planning
- Bachelors in Finance, Arizona State University
- Instructor—Certified Financial Planner ™ Courses
Aaron C. Matheny
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Board Certified in Estate Planning
- Investment Advisor Since 2003
- Licensed Insurance Representative
- Masters Degree from Colorado State University
- Certified Medicare Broker
John L. Olsen
- Member and Past Director of NAIFA
- Member of Financial Planners Association Phoenix
- Financial Planner since 1993
- Life and Health Insurance Agent
- Executive Marketing Columbia University 1983
- Graduate Brigham Young University