About Us

 

Capital Investment Management

Celebrating 20 Years of Service to our Clients!


Our firm was founded in 1998 to provide our clients with retirement and investment planning coupled with the highest level of service.  We have convenient locations in Lee's Summit, Missouri and Topeka, Kansas, and are supported by in office tax preparation services provided by Capital Tax and Consulting, LLC.   We are proud to be part of The Team In Your Corner



 

 

 

 

 

 


Capital Investment Management's Team

David M. Garrison, CFP®

 Email:  david@cimadvisors.com

David has been in the financial services industry since 1988 and specializes in providing financial planning advice to individuals as they plan for retirement.  He graduated with a Bachelor of Science degree from the University of Missouri-Columbia with a major in Business Finance and complemented his education in the industry by obtaining the Certified Financial PlannerTM(CFP®) certification in 1991 through the College of Financial Planning in Denver, Colorado. David has been a guest lecturer at the University of Missouri-Columbia and is a featured advisor in the personal finance section of the Kansas City Star. He is a Registered Representative with Cambridge Investment Research, Inc. and an Advisor Representative of Capital Investment Management, Inc., a registered investment advisory firm. David and his wife Tammy have two daughters, Olivia and Caroline and a son, Andrew. He is actively involved in his family and church activities. In his spare time, he enjoys playing golf.


Troy Schuster, CFP®

Email:  troy@cimadvisors.com

Troy Schuster CFP® joined Capital Investment in November of 2002 and is a Registered Principal with Cambridge Investment Research and President and Advisor Representative of Capital Investment Management, Inc., a registered investment advisory firm.  He is a 1991 graduate of Fort Hays State University and complemented his education in the industry by obtaining the Certified Financial PlannerTM (CFP™) certification in 2003 through the College of Financial Planning in Denver, ColoradoTroy has been in the business since 1999 after beginning his financial career with Morgan Stanley.  He has been married to Melissa since 1994 and they have two daughters, Cassidy and Kylie, and a son Colin.


Matthew T. Shull, MBA, CFP®

 

 

 

 

 

 

 

 

 

 

 

 

 

Email: matthew@cimadvisors.com

Matthew has been in the financial services industry since 2008 and specializes in providing financial planning advice to individuals as they plan for retirement.  He graduated with a Bachelor of Science degree from Kansas State University with a major in Psychology and complemented his education in the industry by obtaining the Certified Financial PlannerTM(CFP®) certification in 2011.  Matthew attended the Helzberg School of Management at Rockhurst University and received his MBA with a concentration in Finance in 2016.  He is a Registered Representative with Cambridge Investment Research, Inc. and an Advisor Representative of Capital Investment Management, Inc..

Matthew and his wife Alisha have three sons, Zachary and Bradley and Jackson.  They enjoy traveling, skiing, hunting, and being outdoors.  He is actively involved in his community through the Lees Summit Chamber of Commerce on the Membership Committee and Young Professionals Committee.  He has also served as President, Vice President, and Education Coordinator of a chapter of Business Network International.  Matthew is a 7-year member of the Society of Financial Service Professionals, which is an interdisciplinary organization of client-focused advocates.  He has served on the Grant Review Committee in his local Rotary Club.  He coaches youth baseball in the Summer for his sons and raises money for the Juvenile Diabetes Research Foundation (JDRF) and March of Dimes.  Matthew has been a guest speaker at the Rockhurst University Business Leadership and Ethics Day. 

 


Wayne H. VanDeusen, CFP®


 Email:  wayne@cimadvisors.com

Wayne has been a financial advisor since 1984, and provides financial planning and investment advice to individuals planning for retirement. He began his career with a national Wall Street firm. He specializes in advising current and retired employees of Fortune 1000 companies and is securities licensed in over 20 states.  Wayne was a State Champion basketball player from Raytown South High School and a graduate of the University of Missouri - Columbia with majors in Psychology and Business. He complemented his advanced professional education by obtaining the Certified Financial PlannerTM (CFP®) certification in 1987.  He is also a Registered Representative with Cambridge Investment Research, Inc. Wayne and his wife, Cindy, actively enjoy water sports at Tablerock Lake, snow skiing, scuba diving, charter sailing and regular visits to the local gym.  Their blended family has three children, Ashli (and husband Jason); Ryan, Keely (and husband Ryan McDannold) and grandchildren Paige and Austin.


 

Our Client Service Team


Diane Brummel

Diane

Client Experience Coordinator

Email:diane@cimadvisors.com

Diane has been with Capital Investment Management since 1998 and has been a very integral part of the success we have achieved over the years.  Diane has accumulated a wealth of experience by working in multiple roles.  She is responsible for the client experience and coordinating unforgettable client events. 

Diane is married and has two children, Andrew and Nicholas.
During the summer Diane and her family like to spend time at their home at the Lake of the Ozarks.


Brent Katzberg, MSF, RP®

 

 

 

 

 

 

 

 

 

 

 

 

Registered ParaplannerSM

Email: Brent@cimadvisors.com

Brent joined Capital Investment Management in December of 2009.  He has been in the financial services industry since 1988 when he started with Principal Financial Group.  He has his Series 6,7,24 and 63 securities licenses and holds a life and health insurance license in Kansas and Missouri.  He received his Bachelors Degree in Business Management from Bellevue University and received his Registered Paraplanner certification and Masters of Science in Finance from the College of Financial Planning in Denver, CO.   His responsibilities inclue portfolio research, assisting with the creation of portfolio reviews and profiles, and accepting trades.  He has 4 children - Zack, Brittany, Abby and Ayden and one grandson - Brantley.  In their spare time, Brent and his wife Kristin enjoy the outdoors and spending time with their family.


Angie Dauer

 

 

 

 

 

 

 

 

 

 

 

Client Service Team

Email: angie@cimadvisors.com

Angie has been with Capital Investment Management since 2016. She supports the client service process and helps ensure that the needs of all our clients are met.  Her responsibilities include processing paperwork submitted on behalf of a client and communicating with product companies on client's behalf.


Angie and her husband Gary have two children, Jordan and Kelly.
 


Beth McGlinn

 

 

 

 

 

 

 

 

 

 

 

 

Client Service Team

Email: beth@cimadvisors.com

Beth has been with Capital Investment Management since 2015. She is the face and voice of Capital Investment Management you are greeted with when you come to our office!  She coordinates scheduling client meetings and handles administrative duties.

Beth is married and has three children - Charley, John, and Molly.  She enjoys attending her children's sports activities, reading, and cooking.


Michelle Kinder

(PICTURE COMING SOON!)

Client Service Team

Email: michelle@cimadvisors.com

Michelle joined Capital Investment Management in 2017 after a 20 year career with Charles Schwab.  She assists our clients with onboarding and coordinating new account paperwork.

Michelle and her husband, Jermaine, have two children - Noah and Elias.  

 

 

        Capital Investment Management's Ribbon Cutting with the               Lee's Summit Chamber of Commerce

 

Ribbon Cutting, Ribbon, Cutting, Chamber, Open House, Move, Lee's Summit, Lees Summit

 

 

 

Capital Investment Management was proud to host the Lee's Summit Chamber of Commerce at our office to celebrate the opening of our new Lee's Summit location: 608 SW 3rd Street, Lee's Summit, MO 64063.  We are grateful to call Lee's Summit our home!