Capital Advisors’ Mission and People

Mission
Capital Advisors is dedicated to helping clients create, protect, and preserve wealth.  We are focused on providing exceptional client service and building long-term relationships. Capital Advisors provides old-fashioned personal service. Our modest size allows us to deliver personal service, flexibility, and close attention to detail.

Rick Schaefer

Rick Schaefer is an Investment Advisor Representative with Cambridge Investment Research Advisors Inc., a Registered Principal with Cambridge Investment Research, Inc. an independent broker/dealer,  and a licensed life, health and disability insurance agent. He has helped individuals and business owners since 1995 after moving to Pflugerville with his family. As an independent broker Rick does not represent a company selling their products, he helps clients select from the various companies and products available in the market to meet their objectives.

Rick develops financial plans, investment and insurance strategies for individuals and business owners designed to help them achieve their financial goals. He works closely with clients to ensure they understand and are comfortable with the strategies selected. Rick’s process includes periodic meetings and reviews to ensure everything is on track and to make adjustments when necessary.  Rick has helped many business owners select and implement retirement plans for their company tailored to their special needs, ranging from the one person company to the programs for complex companies with varied reward levels. He has also been able to lower costs on 401(k) and other existing plans while provided the level of attention and service they deserve, at no additional cost to the company.

 

Rick@CapitalAdvisors.us 


Jennifer Schaefer

Jennifer Schaefer is an Investment Advisor Representative with Cambridge Investment Research Advisors Inc., a Registered Representative for Cambridge Investment Research, Inc, an independent broker/dealer, and a licensed insurance agent. Jen joined our team in 2006 as an administrative assistant and has grown into her new position as full associate with extensive training and effort. She helps our businesses and individuals find solutions for their needs ranging from life, health and disability insurance to retirement planning and investments. Jen was born and raised in Central Texas and currently resides in Leander with her husband, little girl, and two dogs

Jen@CapitalAdvisors.us 



Rita

Rita joins Capital Advisors as an Administrative Assistant, putting her organizational skills and eye for detail to work for us. Rita is focused on offering quality client services to Capital Advisors customers. Prior to working at Capital Advisors, Rita was an office manager for a physician’s office for over 25 years. She resides in Austin with her husband and dog.

 


Five Star Disclaimer:
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com