
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