Matt Reiner, CFP®, CFA
Matt Reiner serves as the CEO of Wela Strategies. Matt is also a Managing Partner of CIA, Wela Strategies’ 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 Co-Founders of Wela Strategies, Matt manages the day-to-day operations and 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 a Co-Founder of Wela Strategies and a Managing Partner at CIA, Wela Strategies sister company.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitch works with his clients to seek their investing goals and objectives as well as advising them on their comprehensive financial situations including business succession, estate planning and retirement planning. His client base includes clients of all ages and situations comprised mostly of retirees, young executives, and business owners.
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 graduate of the LEAD Atlanta class of 2015, a graduate of the Leadership Atlanta class of 2019, and has also served on the board of multiple local community organizations. Mitch is active in the Jewish community having served on the Hillels of Georgia Board of Directors. Mitch also supports his alma mater as he has previously served as an officer for the Terry College of Business Young Alumni Board and as Chairman of the Board of Trustees for the Student Managed Investment Fund for six years.
Mitch, his beautiful wife, Jenny, and their two great children, Micah and Ayla live in the Virginia Highland Neighborhood in Atlanta. You can find them strolling North Highland in search of dinner and ice cream 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 is a man on a mission. The Atlanta-based CERTIFIED FINANCIAL PLANNER™ and money educator has devoted his professional life to helping Americans retire sooner than they ever thought possible.
A fervent financial evangelist, Wes utilizes every available media platform to teach readers, listeners, and viewers how they can retire on their own terms. He bases much of his retirement planning philosophy on years of extensive research studying and surveying the financial and lifestyle habits of happy retirees, all of which can be found in his two books: What The Happiest Retirees Know and You Can Retire Sooner Than You Think.
Wes is the host of the long-running weekly call-in radio show Money Matters, the host/creator of the nationally recognized Retire Sooner Podcast, and the editor of WesMoss.com. He is a frequent resource for news outlets across the country.
Wes has found that while money is a key ingredient in ensuring a fulfilling retirement, it’s only part of the recipe. The happiest retirees know in advance how they want to spend their golden years and they’ve taken the steps to make it possible. Happiness is more than just freedom from work, it’s having a purpose for that freedom. The happiest retirees have several core pursuits—hobbies on steroids—that engage their minds and keep them socially active long after they’ve stopped punching a time clock.
Wes is a firm believer in income investing as a means to build and manage retirement savings. He and his team help individuals and families invest in assets that make regular cash payments in the form of dividends, interest, and distributions. During the investor’s wealth-building years that income stream is reinvested in the portfolio to contribute to its growth. In retirement, those payments can be directed into the investor’s bank account as a “paycheck” to help meet monthly expenses.
Wes’ accomplishments have earned him national recognition. Barron’s has named him one of America’s top 1,200 Financial Advisors each year since 2014. In 2019, 2020, and 2021 Barron’s also named him a top 100 Independent Financial Advisor in America. In 2022, Forbes listed him as a Best-In-State Wealth Advisor and he was placed on the Investopedia 100, an index of the country’s most influential financial advisors.
Before joining CIA and Wela Strategies, Wes worked for UBS Financial Services in its Atlanta office. He holds a degree in economics from the University of North Carolina, Chapel Hill. He lives in Atlanta with his wife and their four boys. His core pursuits are golfing and coaching his boys’ lacrosse teams.
All investments involve risks, including possible loss of principal. Stock prices fluctuate, sometimes rapidly and dramatically, due to factors affecting individual companies, particular industries or sectors, or general market conditions. For stocks paying dividends, dividends are not guaranteed, and can increase, decrease, or be totally eliminated without notice. Fixed-income securities involve interest rate, credit, inflation, and reinvestment risks; and possible loss of principal. As interest rates rise, the value of fixed-income securities falls.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Investment Advisors, LLC (“CIA”) is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of CIA or any of its financial advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Therefore, individuals who did not submit an application for consideration were excluded and may be equally qualified. Rankings are generally limited to participating advisors. CIA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.
Barron’s magazine “America’s Top 1,200 Financial Advisors” rankings are based on quantitative and qualitative criteria data provided by over 4,000 advisors. The ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. Wes Moss was ranked in 2014, 2015, 2016, 2017, #7 in 2018, #7 of 30 Georgia advisors in 2019, #7 of 30 Georgia Advisors in 2020, #6 of 30 Georgia Advisors in 2021, and #9 of 30 Georgia Advisors in 2022. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither CIA nor Mr. Moss paid a fee to Barron’s in exchange for the rating.
Barron’s magazine “Top 100 Independent Advisors” ranking considered advisors with a minimum of seven years financial services experience. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Wes Moss was ranked #90 in 2017, #65 in 2019, #53 in 2020 & #74 in 2021. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. Rankings and recognition from Forbes’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither CIA nor Mr. Moss paid a fee to Forbes in exchange for the rating. Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022)
Investopedia’s (a financial media website) ranking “Investopedia 100” highlights financial advisors who it believes are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. The annual Investopedia 100 list honors financial advisors who have demonstrated top-of-the-industry skills in the following critical areas.
- Reach: defined as digital presence across their own websites, social media, and other media platforms such as video and podcasts.
- Community support: measured through peer nominations by industry professionals outside of their own firms.
- Commitment to financial literacy: measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
All three factors weighed heavily in the 2022 Investopedia 100 methodology. Applications were checked for accuracy and quality, and final scores were tabulated according to weights designated for each of the criteria above. Rankings and recognition from Investopedia are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither CIA nor Mr. Moss paid a fee to Investopedia in exchange for the rating.
Chief Compliance Officer
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.
Investment Advisor- Capital Investment Advisors
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 several years. He has always been driven by the desire to provide independent, research-driven investment strategies and financial advice to individuals and families alike.
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.
Director of Operations
Aura Shaffer is the Director of Operations 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 with her husband, West, hiking with her dogs Maverick and Mattis, 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.
Client Service Associate
Brittany is the Client Service Associate (CSA) for Wela Strategies. She serves as the first line of support for client requests and helps onboard our new clients. She has been in the financial industry for nine years and loves helping others.
Brittany married her husband, Seth, in 2021. In her free time, she enjoys Georgia football, spending time with friends and family, and traveling as often as she can (even if that’s to visit her family down in Florida at the beach).
Before joining Wela Strategies, Adam learned the ropes of the wealth management industry working with Matt Reiner and the Benjamin team assisting with marketing and sales efforts. Adam started his career in digital marketing in the legal tech software industry and eventually moved to commercial real estate marketing. Since graduating Adam has been gaining experience in digital marketing, maintaining B2B partnerships, and event planning.
Adam graduated from Auburn University in 2018 with a degree in marketing and a focus on consumer behavior. Atlanta native Adam loves people and building relationships with new people. In his free time, Adam enjoys traveling, skiing, and watching sports.