Made For You
Financial Planning for Your Unique Situation
We know that money and investing are deeply personal issues. We also know that you want to know exactly who is responsible for your portfolio. That’s why we provide a one-on-one experience with every client to treat them like an individual and not like a number. At Wela Strategies we want to help people work towards their financial goals whether you are just beginning your investment journey or are getting ready for retirement. We strive to help you meet your financial goals that are unique to your situation.
Wela Strategies’ Investment Committee has decades of investment experience. The panel analyzes, parses and debates the research findings before crafting Wela’s macro and micro market decisions, which drive the over-weighting and under-weighting biases in client portfolios. Wela utilizes research data services to guide the investment decisions that are implemented into our client portfolios. Our proprietary system for analyzing intelligence from multiple sources results in sound investment decisions.
Own Your Own Age Selection (OYA)
The goal of the OYA philosophy is to allocate your portfolio based on your current age and risk profile. The concept behind this strategy is that as you get closer to retirement, you should begin positioning your portfolio to a more conservative allocation. In most cases, a more conservative allocation means a greater percentage of income focused investments. Growth allocations are geared more towards investors with an ability and willingness to take on risk. Moderate allocations work well for individuals who have some tolerance for risk and are trying to preserve their asset base for retirement.
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Matt Reiner, CFP®, CFA
Matt Reiner is one of the founding partners of Wela Strategies and a partner at CIA, Wela’s sister company. Prior to joining the Capital Companies in 2009, he worked with Bank of America in Boston and Charles Schwab in Phoenix.
As one of the founding partners, Matt for manages the overarching strategic growth of the firm. Matt is also an active participant in the investment committee.
Matt graduated from the W.P. Carey School of Business at Arizona State University in Tempe, AZ, with a BBA in Finance. Matt is also a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER™.
Although Matt is devoted to his alma mater, he still finds himself supporting his long-beloved Georgia Bulldogs. When not cheering on the dawgs, he’s spending time with his wife, Hillary and son, Levi, and enjoying his other hobbies which include playing golf, coaching little league baseball and staying current with the Braves. Matt is the brother of Mitch Reiner and the son of Mike Reiner.
Mitch Reiner, CFP®, CIMA®
Mitch Reiner is one of the founding partners of Wela Strategies and a partner at CIA, Wela’s sister company.
As a Co-Founder, Mitch is responsible for driving the strategic initiatives of the firm forward. Mitch also sits on the Investment Committee. On the Investment Committee, he focuses on the firm’s income strategies, including closed-end funds and exchange-traded funds.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, which is a competitive leadership program in the business school that selects only the top 30 students to collaborate with some of the greatest business minds in the nation.
Mitch was chosen as an originating member of the Atlanta Hub of the Global Shapers organization. The Global Shapers is an organization established by the World Economic Forum which aims to engage the next generation of leaders who will shape the global agenda. His local Atlanta citizenship commitment is evident as Mitch is a member of the LEAD Atlanta class of 2015 and also actively serves on the Executive Committee as President, on the board of the community Arts organization, WonderRoot in Atlanta. Mitch also supports his alma mater as he has previously served as an officer for the Terry College of Business Young Alumni Board and currently serves as the Chairman of the Board of Trustees for the Student Managed Investment Fund.
Mitch and his beautiful wife, Jenny, their two great children, Micah and Ayla, and always-popular goldendoodle, Clayton live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner, ice cream or a water bowl for Clayton to drink from on the weekends. In addition to spending time with his family, Mitch enjoys playing golf, staying in shape, attending Braves and Bulldogs games and grilling on the Green Egg.
Wes Moss, CFP®
Wes Moss the host of Money Matters – Atlanta’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. Wes is a Co-Founder of Wela Strategies and the Chief Invest Strategies at Capital Investment Advisors (CIA), Wela’s sister company.
In 2017 Wes was featured in Barron’s Magazine where he discussed his career in financial advising as well the investment strategy that he pursues, investing for income. Barron’s Magazine also named him one of America’s Top 100 Independent Wealth Advisors this year. In 2014, 2015, 2016 and 2017, Barron’s Magazine named him as one of America’s top 1,200 financial advisors. In 2012, he was named as one of the top 40 fee-only investment advisors (under 40) in the country by Wealth Management Magazine. Wes was also named one of Atlanta’s 40 Under 40 by the Atlanta Business Chronicle in 2015.
In addition, Wes is a regular contributor to the Atlanta Journal Constitution both online and in print, and a regular contributor to ClarkHoward.com. In 2014, Wes was the host of Atlanta Tech Edge, a weekly TV show on Atlanta’s NBC affiliate WXIA, covering the fascinating business of technology within the state of Georgia. He is also the financial consultant for Spike TV’s show, Life Or Debt.
Wes holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and four sons and loves spending time with his family, coaching lacrosse, and playing golf and tennis.
Wes has written several books including Starting from Scratch (Kaplan) and Make More, Worry Less (FT Press) and has served as a financial expert for both local and national media including CNN, CNBC and Fox Business Network. He has been interviewed by USA Today, Forbes, Time, The Wall Street Journal, and Yahoo Finance.
His latest book, You Can Retire Sooner Than You Think – The 5 Money Secrets of the Happiest Retirees (McGraw Hill 2014) has been a best seller in the retirement planning category. The book’s unique message and research has struck a chord with readers and the financial community since its release in May of 2014 Workbook.
To be considered the above listed accolades submission of an application was required to be considered. Once an application for consideration is submitted, each entity has their own criterion for selecting their list of individuals and the criterion is not consistent and not based solely on performance, client satisfaction, education, skill, or training. It is based on several variables as decided by each entity. Therefore, individuals who did not submit an application for consideration were excluded and may be equally qualified. Additional information about the criterion for each accolade is provided in the following links. Such accolades do not imply client satisfaction or success.
Holly Evans Mallory
Holly Evans Mallory serves as Chief Compliance Officer (CCO) for Wela Strategies (Wela). As Chief Compliance Officer, Holly is responsible for overseeing regulatory compliance within the organization. She leads the team’s efforts regarding general RIA compliance with all laws, rules and regulations, due diligence, strategic alignment, overseeing compliance strategy within our service offerings and relationships, and manages other compliance needs as they arise. Holly is responsible for establishing and implementing procedures for the compliance program to be effective in identifying, preventing, detecting, and correcting compliance risks.
Holly graduated from Kennesaw State University in 2000 with a Bachelor of Business Administration degree in Finance and in 2006 with a Master of Business Administration degree in Management. Holly now lives in Nashville with her husband, Drew, and daughters, Marly and Presley. She often splits her time between home and our office in Atlanta. In her free time, you can often find Holly enjoying the incredible live music at the historic venues in Nashville or sampling the cuisine at the latest up-and-coming restaurant.
Eddie Goepp, CFP®
Eddie Goepp, CFP® is an Investment Advisor for Capital Investment Advisors (CIA) and Wela Strategies. He is also a member of the Investment Committee. He works directly with clients creating individualized portfolios that are tailored toward their specific needs. Eddie has been a part of the Capital Companies family for 7 years. He has always been driven by the desire to provide independent, research-driven investment strategies and financial advice to individuals and families alike. Backed by almost 13 years in the financial services industry, he served as a valuable resource to his clients and the Wela team. This ranged from investment management and research, advisor training, trading/rebalancing and carrying out the strategic initiatives at Wela Strategies.
As a CERTIFIED FINANCIAL PLANNER™, Eddie focuses on matching investment and financial planning strategies to the specific goals of his clients and then advises them on asset allocation decisions, portfolio design, and investment implementation. He takes pride in his role serving as fiduciary to his clients.
A graduate of the University of Georgia, Eddie now lives in Brookhaven with his wife, Rebecca, two sons, Ward and McNeill and their golden retriever, EB. During his free time, he enjoys golf, Georgia football, Braves baseball and spending time with friends and family.
Walt Coury is an investment advisor for Wela Strategies. Walt finds value in creating financial plans for business owners and growing families that solve for taxes, estate planning, and investment management. He is passionate about educating others on financial topics. Walt works with the investment committee that helps with setting the direction of Wela’s model portfolios.
Before joining Wela, Walt worked as a Wealth Manager at Merrill Lynch for over three years. In this role he worked closely with two financial advisors gaining experience as he helped to manage over $600 million in client assets.
Walt received his bachelor’s degree from Washington & Jefferson College outside of Pittsburgh, Pa. As a Pittsburgh transplant, Walt is enjoying the southern charm of living in Atlanta with the vibrant culture and delicious food. In his spare time, you will find him outside when the weather is great, running or biking on the Beltline.
Aura Jimenez is the Operations Coordinator at Wela Strategies. She manages the day-to-day operations of the firm, and assists in client relations. She oversees billing, operations, and compliance reviews.
Aura graduated from Kennesaw State University with a bachelor’s degree in International Affairs. She was born in Bogota, Colombia and was raised in Suwanee, Georgia. In her free time she enjoys traveling, hiking with her dogs, Georgia Football and spending time with friends and family.
Matt Lane is an investment advisor for Wela Strategies, Capital Investment Advisors’ (CIA) sister company which leverages model portfolios, low cost ETFs, and customized strategies. He is passionate about developing deep personal relationships with the families he serves, and ultimately delivering peace of mind to them. He accomplishes this in a variety of ways, including regular meetings and communications, diving deeply into the goals and objectives of the family, and ultimately devising a strategy that aligns with what has been discussed and discovered. Matt also works with the investment committee at CIA which ultimately helps with setting the direction of Wela’s portfolios.
Matt dove into the world of finance after a career in baseball. He was always drawn to investing and opened his personal brokerage account after receiving his first earnings from the Chicago White Sox. It was a natural transition into the role of Investment Advisor where he was able to leverage his knowledge to help others.
After receiving student-athlete scholarships at both Mississippi State and Tulane University, Matt was drafted by the Chicago White Sox. After several years working as a professional athlete, he hung up his cleats to pursue his other interests and continue his education at Kennesaw State. He currently resides in Atlanta, Georgia, where he likes to coach and give lessons to local youth baseball teams. If not on a baseball field, you can find him on the putting green.