CRFG Team
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Ellwood L. Jones
President
Ellwood@CRFG-LLC.comCA Insurance License #0740197
Ellwood L. Jones has over 25 years of experience in the Sacramento region financial services industry. He founded Capital Region Financial Group, LLC specializing in comprehensive wealth solutions for owners of privately held businesses and affluent individuals. Ellwood addresses the unique wealth planning needs with strategies specific to business owners such as investment, retirement, advanced ESOP, exit planning, business succession, insurance and international hedge strategies. He also co-founded "The Private Business Group", a national group of financial firms that also share his focus on business owner-related issues. The Sacramento Business Journal, along with NABCAP Premier Advisor, recognized Capital Region Financial Group, LLC as a member of an exclusive group representing the best in quality Wealth Management for El Dorado, Placer, Sacramento & Yolo counties 2011. Ellwood was additionally recognized for distinction as a Top Wealth Manager in the Sacramento region by the Sacramento Business Journal and Sacramento Magazine for 2010 and 2011. Ellwood supports multiple community service organizations and currently serves on the board of directors for the Leukemia & Lymphoma Society of Sacramento and KVIE public television. He also enjoys golf and fly-fishing.
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Caryn B. Jones
Employee Benefits Specialist
Caryn@CRFG-LLC.comCA Insurance License #0653237
Caryn Jones has over 20 years of experience in the insurance industry. She began her career working with independent producers then moved up through management in a general agency. Since co-founding CRFG, she has been one of its principal agents, focusing on providing specialized insurance and administrative solutions for small to mid-sized companies. Her knowledge and expertise of employee benefits and long-term care insurance has grown to meet the needs that result from the ever-changing events in the healthcare marketplace.
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Melissa M. Casey, CFP®
Wealth Management Advisor
Melissa@CRFG-LLC.comThe Wealth Management Advisor performs crucial functions in direct support of the Senior Planner. The WMA orchestrates investment planning, wealth forecasting, financial reporting, vendor product research and recommendations. The advisor assists in estate planning, pension administration and audit coordination as well as on-going client relationship development. The WMA works directly with the Securities Account Administrator on client portfolio maintenance, quarterly reporting and manages various wealth management technology systems for the firm.
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Securities Accounts Administrator
The Securities Account Administrator is primarily responsible for coordinating new and existing business and providing all customer service back office support for securities accounts. The SAA manages firm compliance with regards to securities related products and supports the WMA with client directives, data gathering and systems updates. In addition, the administrator assists the Senior Planner with the processing of life, disability and long term care insurance products.
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Ester W. Swisher
Office Manager/Group Insurance Administrator
Ester@CRFG-LLC.comThe Office Manager provides overall administrative support for the firm and its Senior Management Officers. The OM is responsible for smooth day-to-day facilities operations, providing a wide range of office management and support to the company including office technology, telecommunication, appointments/calendar, client data management, meeting arrangements, organizing firm marketing functions and general accounting & bookkeeping. The OM additionally supports the Employee Benefits Specialist by providing back office support for clients and vendors.
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INDEPENDENT AGENT
Glenn Andrade
Investment Advisor
Glenn@AFS-Investments.com
www.AFS-Investments.comCA Insurance License #0A84235
Glenn has over 20 years’ experience in the securities industry and is a licensed insurance agent. Glenn works closely with his clients to develop and manage stock, and bond, portfolio investment strategies through direct ownership or suitable asset managers. Investment advisory services offered through Capital Region Financial Group, LLC doing business as AFS-Investments, a registered investment advisor registered with the Securities and Exchange Commission.
Address: 8618 Gaines Avenue
Orangevale, CA 95662
Phone: (916) 987-7335
Fax: (916) 962-6391