Get to Know Our In-House Team of Professionals
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Kevin Simpson has been the CIO 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
Brian Bruneau is Chief Operating Officer at Capital Wealth Planning, LLC (CWP) with responsibility for operations, marketing
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.
Ryland Mathews is an Associate Trader at Capital Wealth Planning, LLC with responsibility over trade execution
Charlie is a 2006 graduate of Purdue University, with a BS in Financial Counseling and Planning.
Jodi Phillips began working for Capital Wealth Planning, LLC as our Director of Client Services in August 2016.
Yerania Barrios has been with the Capital Wealth Planning, LLC team as our Executive Administrative Assistant since August 2015.