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.  






 




 


 


 


 




 


 


 


 


 


 


 


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 four children, Zachary, Bradley, Jackson, and Lillian.  They enjoy traveling, skiing, hunting, and being outdoors.  He is actively involved in his community through the Lees Summit Chamber of Commerce.  He has also served as President, Vice President, and Education Coordinator of a chapter of Business Network International.  Matthew is a 11-year member of the Society of Financial Service Professionals, which is an interdisciplinary organization of client-focused advocates.  Matthew has been a guest speaker at the Rockhurst University Business Leadership and Ethics Day. 


 




 



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.




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.

 




Michelle Kinder



 


 


 


 


 


 


 


 


 


Client Service Team


Email: michelle@cimadvisors.com



Michelle joined Capital Investment Management in 2017 after a 10 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.  





Nan Huser



 


 


 


 


 


 


 


 


 


Client Service Team


Email: nan@cimadvisors.com



Nan joined Capital Investment Management in 2018 after a 13 year career with Charles Schwab.  She assists our clients with onboarding and coordinating new account paperwork.


Nan and her husband, Joe, live in Lee's Summit with their three children, Tyler, Colby, and Lauren.  




Carol Blau




 


 


 


 


 


 


 


 


 


 


 


Client Service Team


Email: carol@cimadvisors.com



Carol joined Capital Investment Management in 2019. 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.


Carol and her husband, Michael, live in Lee's Summit with their two children, Matt and Katie.





Cooper Abrahamson




 


 


 


 


 


 


 


 


 


 


 


Client Service Team


Email: cooper@cimadvisors.com



Cooper joined Capital Investment Management in 2020 after graduating from Missouri State University with a degree in Finance and a minor in Risk Management and Insurance. He supports the client service team in preparing annual reviews for advisors and their clients.  He is studying for the Certified Financial PlannerTM (CFP®) examination.  Cooper is a Kansas City native and enjoys supporting the Kansas City Chiefs and Royals.  


 





        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!