Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

 

Team

At Capitol Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Tim Murphrey, JD, CPA, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

916.927.6490

916.927.1949

Tim received his BBA/Bachelor of Business Administration in Accounting at Texas A&M University, Corpus Christi. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a licensed California...

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Andrea Murphrey, CBC

Chartered Benefits Consultant

Andrea began her career in health care in 1987. Her focus is helping clients develop a clear, proactive and strategic vision that leverages employee benefits and risk management. She guides analysis, client relationships and...

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Diana Lynch

Registered Assistant

As a registered financial assistant, Diana plays an integral role at Capitol Wealth Management. From assisting clients with financial and retirement planning, as well as estate legal services, Diana takes pride in her ability to...

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Steven Tong

Client Account Manager

A graduate from San Francisco State University with a BS in Business Administration, Steven has 26 years of industry experience focused on new business processing and client servicing. Licenses: Security Series 7 and Series 65 plus CA...

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Kathryn Scott

Client Relations Specialist

Kathyrn specializes in client relations and event planning. She thoroughly enjoys being of service to Capitol Wealth Management clients. As a freelance florist, Kathryn also creatively plans and executes beautiful, festive client...

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Gianna White

Marketing Specialist

Gianna evaluates, designs and deploys marketing strategies for Capitol Wealth Management. She came to the firm in 2016 after having worked as a sales and marketing analyst for a local BPO firm and as marketing manager at Intel. She...

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Eileen Mabalot

Document Control Specialist

Eileen has over 25 years of experience in operations and quality assurance and is responsible for the administration and processing of documents and data management systems for our employee benefits practice with a focus on providing...

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Charmaine Varona

Operations & Renewals Specialist

Charmaine is responsible for developing and directing operational strategies for streamlining internal processes for external success. She manages the EaseCentral online benefit sites for clients as well as the value added human...

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Zhanna Grom

Administrative Assistant

As an administrative assistant, Zhanna provides integral support for the many day-to-day tasks ensuring operations run smoothly and timelines are met. Her working knowledge of the principles of accounting and positive upbeat attitude...

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Karin Alvarado

401(k) & Retirement Plan Specialist

Karin specializes in assisting organizations to optimize the structure and utility for their retirement programs. Karin began her career at John Hancock Life Insurance Company, in Boston MA in their retirement division. Later, she...

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Ryan Koszut

Registered Representative / Life Insurance Specialist

Ryan has 10 + years of experience in the life insurance industry. He is a ten-year member of the Million Dollar Round Table (MDRT), an international, independent association of the world’s leading life insurance and financial...

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