Capital Advantage is committed to helping you define, and then helping you achieve your financial goals by seeking to provide personalized service, detailed planning, and the superior level of expertise that comes with decades of experience.

Your Team

The Capital Advantage team is comprised of experienced professionals who are devoted to truly getting to know you and what your dreams are for the future.

Team members listed in alphabetical order.

Ian Burkhard, CPA Financial Advisor

Ian Burkhard: Read Full Bio

Ian Castille, CFP® Principal, Senior Financial Advisor

Ian Castille: Read Full Bio
Selma Hackett

Selma Hackett Service Advisor

Selma Hackett: Read Full Bio

John Hayman Founder and Chief Investment Officer

John Hayman: Read Full Bio
Dawnalizabeth Henke

Dawnalizabeth Henke, MSFA Principal, Chief Compliance & Operating Officer

Dawnalizabeth Henke: Read Full Bio

Amy Montano Office Manager

Amy Montano: Read Full Bio

Liz Munson Service Advisor

Liz Munson: Read Full Bio

Catherine Norris, FPQP™ Senior Service Advisor

Catherine Norris: Read Full Bio

Manasa Palakodaty, MBA Operations Associate

Manasa Palakodaty: Read Full Bio

Colin Taylor, CFA Principal, Director of Investment Management

Colin Taylor: Read Full Bio

Jason Terhune, CIMA®, CFP® Senior Financial Advisor

Jason Terhune: Read Full Bio

Brian Wang, CFA Portfolio Manager

Brian Wang: Read Full Bio
Donna Zinman

Donna Zinman, CRPC® Principal, Executive Vice President

Donna Zinman: Read Full Bio

We’d love to start a conversation with you. Call or request an appointment today.