Kevin Simpson has been the President of Capital Wealth Planning, LLC since establishing the firm in 2005.
JoAnna Irons has been the Co-Founder of Capital Wealth Planning, LLC since 2005
Chief Operating and Compliance Officer
Josh brings 11 years of portfolio management, trading, and derivatives experience to Capital Wealth Planning, LLC.
John is responsible for developing and managing an efficient, innovative platform that serves as support to trading operations.
Ryan is an Associate Trader and Compliance Officer at CWP. Ryan provides support to the Investment team with their day to day operations and pre and post check trade compliance.
Jeff is Chief Compliance Officer and is responsible for the oversight of our operations.
Josh has extensive experience working with high net worth clients and has been working as a Director of Sales since 2005.
Jim Blakeslee is a seasoned senior asset management sales executive with over 25 years of product development
Charlie is a 2006 graduate of Purdue University, with a BS in Financial Counseling and Planning.
Yerania Barrios has been with the Capital Wealth Planning, LLC team as our Executive Administrative Assistant since August 2015.
Jodi Phillips began working for Capital Wealth Planning, LLC as our Director of Client Services in August 2016.