Empowering Financial Professionals™
Thriving as an Independent Advisor in today’s complex advisory environment requires you to deliver sophisticated and complete support.
At Alphastar Capital Management, we offer in-depth resources and ongoing business development that help you stay ahead. Our team stands behind you to help you grow, flourish, and maximize what’s possible.
Your success is our passion. We're here for you every step of the way. As your ally, we aim to help you transform your advisory practice by streamlining how you work and driving business growth.
To simplify and execute the financial dreams of families across the world. From Sales to Compliance to Operations and beyond, we offer innovative resources and platforms that help you deliver a robust advisory framework.
Perpetual excellence is achieved through a combination of unique perspectives, humility, and endless coaching for growth without limits. Recognizing that optimal solutions are derived from diverse viewpoints, we embrace the power of unique perspectives to drive innovation and success.
Your success is our passion. We're here for you every step of the way. As your ally, we aim to help you transform your advisory practice by streamlining how you work and driving business growth.
To simplify and execute the financial dreams of families across the world. From Sales to Compliance to Operations and beyond, we offer innovative resources and platforms that help you deliver a robust advisory framework.
Perpetual excellence is achieved through a combination of unique perspectives, humility, and endless coaching for growth without limits. Recognizing that optimal solutions are derived from diverse viewpoints, we embrace the power of unique perspectives to drive innovation and success.
You handle the relationships, we'll handle the rest.
Our team of professionals brings deep experience in Practice Management, Financial Planning, Operations, and Compliance, providing you with a foundation to flourish.
Brian Williams
Managing Partner
Paul B. Stetz
President
Tony Parish, CFA®, CQF
Chief Investment Officer
Laura Furner
Chief Operating Officer
Armin Sarabi
Chief Compliance Officer
Julie Starr
Chief Financial Officer
Lejeana Love
Director of Compliance
Jonathan Blevins, CFP®, ChFC
VP – Advisor Consulting
Aaron Kingrey
Director of Trading
Kody Haglund
Associate Trader
Patrick Muldowney
Associate Trader
Jaren Kiser, CFP®
VP-Advisor Consulting
Katelyn Watkins
Marketing Coordinator
Conrad Phillips
Business Development Consultant
William Yex
Financial Advisor
Gerri Fieno
Accounting Manager
Erin Ball
Operations Support Specialist
Crystal Bernens
Platform Experience Coordinator
Carrie Sherrill
Advisor Services Manager
Ethan Bemis
Advisor Services Manager
Nicole Famularo
Compliance Associate
Morgan Beatty
Compliance Associate
Joe Hand
Branch Exam Specialist
Resources
Improve your practice with our educational resources. Stay up-to-date on the latest financial insights and resources by subscribing to our newsletter, and achieve your financial goals with confidence.
Why You Should Educate Clients on In-Service Withdrawals
Is it possible that some of your clients still keep in touch with their former colleagues? Are there companies in your area that have or are conducting layoffs? What about
What Do Clients Really Want from a Financial Advisor
We know that being a financial advisor has its challenges, and the demand and expectations from clients are high. Scalable solutions are necessary so you can focus on the clients
4 Ways To Generate More Referrals
Where do you start when you want to generate more referrals for your financial planning firm? Look to your current clients. Client retention is one of the most important parts