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Doug Oliver has been with Capital Asset Management from the beginning. He started the company during May of 1986 and has been growing his business ever since and has filled every role in the company at some point or another.

Doug is responsible for the administrative and managerial functions of the company as well as the strategic planning. Doug continues to find new clients to assist them in planning for their financial future.

 

As a Wealth Manager, a large part of what Doug does is work with existing clients to help them meet their goals. He assists clients in reaching their financial goals through taking the time to meet and talk with clients one-on-one in order to best understand the specific situation of each client and give them customized advice.

 

Doug graduated from Oklahoma State University in 1978 with a degree in Agriculture Business and has his Series 7, 63, and 65 Licenses. He also is a Certified Financial Planner (CFP®) certificant and a Chartered Retirement Plans Specialist.

Justin is a vital part of the portfolio management team. He has been with Capital Asset Management since September of 2013.

Justin spent the first twelve years of his career as the Chief Investment Officer of a CPA firm.  In his role as CIO Justin was responsible for developing investment portfolios for the firm. He also assisted clients in making prudent financial decisions through designing, implementing and monitoring forward looking financial plans, and helping them with tax solutions regarding both personal and business situations.

 

In his role as a Wealth Manager at Capital Asset Management, Justin specializes in helping everyday people make smart financial decisions.  His goal is to help educate you on investments and work alongside you to develop a plan that applies to your situation.

 

Justin is a Certified Financial Planner (CFP®) certificant and has his Series 7, Series 66, and an Insurance License.

Richard Hoe joined Capital Asset Management in January, 2015.

After an honorable discharge from the U.S. Navy, Mr. Hoe was a reporter with a small southwest Pennsylvania newspaper. Later, he worked for Time Magazine. After leaving Time, Richard worked in the manufacturing sector for about five years—at the end, he was president of a small manufacturing firm with 120 employees.

 

He says he was “Some educated by Pace University’s evening classes in New York City, but got even more knowledge from the School of Hard Knocks.” Additionally, Mr. Hoe has completed professional courses through the American College in Bryn Mawr, PA. He is a member of the executive faculty of California Lutheran University’s California Institute of Finance, a graduate school that awards an MBA in financial planning and prepares students for CFP examinations.

 

Mr. Hoe’s financial services career began in 1968, and he says, “I was very, very lucky to be in the right place at the right time. I began financial services work with a firm that was devoted to the financial planning process before financial planning as a profession even existed—we learned everything about the process of financial counseling with fantastic teachers and a great learning environment. We learned about investing, insurance, budgeting, pensions and more, and, of course, all our planning work and projections had to be done by hand—I even calculated my first pension plan, a defined-benefit plan in New York City, with paper and pencil.”

 

In financial services, Richard Hoe worked in management and executive positions. He consulted and designed plans for Fortune 500 companies, and is credited with developing several tax-planning strategies. He was executive vice president of Summit Financial Group before beginning Richard Hoe Investments, LLC. Mr. Hoe was the principal officer of Richard Hoe Investments, LLC.

 

As a wealth manager at Capital Asset Management, Richard Hoe designs investment portfolios and models and works on investment research, as well as visiting with investment company representatives and executives.

 

Richard Hoe loves visiting and talking by telephone with CAM clients.

 

Richard Hoe has obtained the Chartered Financial Consultant, Chartered Life Underwriter, Life Underwriter Training Council Fellow, Accredited Estate Planner, and Registered Health Underwriter designations.

Jim has been with Capital Asset Management since October 2012.

Jim had a twenty year career with the United States Air Force before he began his career in finance. Over the past thirty years in finance he has filled many roles such as General Agent in Oklahoma City with the Connecticut Mutual Life Insurance Company in 1985 and later the statewide agency leader in Oklahoma. In 1998, Jim joined with B.R. King to form King-Nicely & Associates, LLC.--which merged with Capital Asset Management in 2012.

 

In his current role as a Financial Advisor, Jim continues to serve the needs of clients by being the Qualified Plans Coordinator. Jim’s commitment to clients is to achieve their personal, financial and insurance planning objectives.

 

Jim has a Series 6 License, State Licenses for life insurance, health insurance, and variable insurance.  

 

*James R. Nicely is a Registered Representative, not an Investment Advisor Representative.

Jan has been a registered client associate with Capital Asset Management for fifteen years. She is currently responsible for coordinating the daily tasks and projects for the Wealth Management team and assisting Doug Oliver with the overall management and operations of Capital Asset Management.

In her time with Capital Asset Management she has held multiple positions from client services to Operations Manager.

 

Before joining Capital Asset Management, she was the owner / operator of a retail business for fifteen years.

Jan has her Series 6 License and Oklahoma Insurance License.  Jan is a registered representative of FSC Securities Corporation.

Linda has been with Capital Asset Management since November of 2003.

Linda started out in the insurance industry as an insurance agent, and later the Director of Business Operations for an independent insurance firm in Palo Alto, CA. She has been in this industry for the past twenty years. After nine years at an LPL office as a Registered Client Associate and Office Manager in Oklahoma City, she joined the Capital Asset Management team in 2003 and has filled many roles during her time here.

 

In her current position, Linda works Part Time doing client services work. She oversees Simple IRA process, prepares information for client Annual Financial Reviews, and any other client services that needs attention.

 

Linda is Series 6 Licensed.  Linda is a registered representative of FSC Securities Corporation.

Sandra Owens has been with Capital Asset Management since May of 2017. She is new to the financial services industry, but has over 20 years of experience in management and customer service. Sandra’s previous professional roles she had provided an excellent transition to her role within the team. Her attention to detail and dependability are just some of the skills she brings to the team.

In her role as Client Relations and Services, Sandra coordinates with clients and the Wealth Management and Operations staff. Sandra is often the first face you’ll see when you walk in the office and the first voice you’ll hear on the phone. Sandra strives to make your experience with Capital Asset Management as comfortable and helpful as possible.

Hannah Matteson has been with Capital Asset Management since May of 2016. Before Capital Asset Management, Hannah worked in the Oil & Gas Industry for 6 years working in administrative, accounts payable and event planning roles. Her organization and people skills she gained in her previous roles have been very useful for her role here at Capital Asset Management.

In her current role, Hannah works part time keeping up with Capital Asset Management’s social media. She keeps our website up to date, along with our Facebook, LinkedIn and Twitter.

Hudson Lacy has been an intern with Capital Asset Management since May of 2015. Hudson is about to enter his final year at Oklahoma State University, majoring in Finance. He is working on getting his securities licenses this summer, so he will be ready to join us full time in June of 2018 as one of our wealth managers.

Stephanie Woods has been with Capital Asset Management since March of 2017. Stephanie spent the first six years of her career in Medical Sales. Stephanie worked in customer service which have been proven useful when communicating with our clients on a daily basis.

In her current role as Client Services, Stephanie handles service work for clients, in addition to trading, reports and other projects with the advisors.

Kay Dickinson has been with Capital Asset Management since May of 2016. Kay spent the first 20 years of her career working in an administrative support role for a financial services firm. Kay’s experience working in both customer service and management have been very resourceful in her current role at Capital Asset Management.

In her current role, Kay helps complete any service requests that you may have. From setting up new accounts to helping maintain the old. Kay enjoys working with clients and helping Capital Asset Management clients to the best of her ability.