ABOUT US
Dedicated to Relationships, Trust, and Financial Security – for over 50 years
Since 1971, Towneley Capital Management, Inc., an SEC- registered* independent investment advisory firm, has provided investment counseling, asset management, and financial planning services to individual and institutional clients from every walk of life, on a fee-only basis, and always with the client’s best interest at heart.
TOWNELEY
MEET OUR TEAM
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Tracy Kuntz, M.B.A., CFP®
President
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Wesley McCain, M.A., M.B.A., Ph.D., CFA®
Founder
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Ernie Garrett, M.A., CFP®
Vice President, Investment Services
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Robyn Clarke, J.D., CFP® , AIFA®
Director of Fiduciary Services and Financial Planning
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Martin Standish, M.B.A., CFA® , CFP® , CAIA
Senior Portfolio Manager
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Paula Durrant, EA, CFP®
Wealth Advisor
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Carlos Ortega, CFP®
Wealth Advisor
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Scott Monroe, CFA®, CFP®
Director of Advisory Services
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Omid Eftekhari, CFA®
Institutional Strategist
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Shannon Swift
Director of Operations
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Jessica Maslankowski
Client Service Specialist
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Karmen Younes, PFP®
Client Service Specialist
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Colin Holmes
Client Service Associate
