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

  • Tracy Kuntz, M.B.A., CFP®

    President

  • Wesley McCain, M.A., M.B.A., Ph.D., CFA®

    Founder

  • Ernie Garrett, M.A., CFP®

    Vice President, Investment Services

  • Robyn Clarke, J.D., CFP® , AIFA®

    Director of Fiduciary Services and Financial Planning

  • Martin Standish, M.B.A., CFA® , CFP® , CAIA

    Senior Portfolio Manager

  • Paula Durrant, EA, CFP®

    Wealth Advisor

  • Carlos Ortega, CFP®

    Wealth Advisor

  • Scott Monroe, CFA®, CFP®

    Director of Advisory Services

  • Omid Eftekhari, CFA®

    Institutional Strategist

  • Shannon Swift

    Director of Operations

  • Jessica Maslankowski

    Client Service Specialist

  • Karmen Younes, PFP®

    Client Service Specialist

  • Colin Holmes

    Client Service Associate

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