Capital Insight Group Employee Directory

Capital Insight Group corporate office is located in 3930 E Jones Bridge Rd Ste 155, Norcross, Georgia, 30092, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Key Employees of Capital Insight Group

AD
Alexis Dutton
Wealth Advisor
PhoneEmail
JM
Jeffrey McClen...
Managing Partner, Financial Planner and Wealth Adv...
PhoneEmail
PA
Patty Anadio
Administrative Assistant
PhoneEmail
HL
Helen Lusk
Client Service Specialist
PhoneEmail
RD
Rachel Diffee
Client Service Specialist
PhoneEmail
CF
Courtney Finkl...
Financial Associate & Advisor
PhoneEmail

Capital Insight Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Capital Insight Group

Hundreds of professionals searching for Capital Insight Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

PA
Patty Anadio
Email Direct
Administrative Assistant
United States , Georgia , Norcross

JM
Jeffrey McClenning
Email Direct
Managing Partner, Financial Planner and Wealth Advisor
United States , Georgia , Norcross

CF
Courtney Finkle
Email Direct
Financial Associate & Advisor
United States , Georgia , Norcross

AC
Andrew Crane
Email Direct
Managing Partner, Financial Planner, Wealth Advisor
United States , Georgia , Norcross

AD
Alexis Dutton
Email Direct
Wealth Advisor
United States , Georgia , Norcross

RD
Rachel Diffee
Email Direct
Client Service Specialist
United States , Georgia , Norcross

HL
Helen Lusk
Email Direct
Client Service Specialist
United States , Georgia , Norcross

Former Employees at Capital Insight Group

Explore people who held key positions, contributed to Capital Insight Group's success, and advanced their careers.

SG
Summer Griffeth
Associate at Fund Services Group
Worked as Operations
at Capital Insight Group (2020-2022)
Email Direct
Sarah Ewing
Executive Assistant To... at Supreme Resources
Worked as Administrative Associate
at Capital Insight Group (2018-2019)
Email Direct

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Frequently Asked Questions Regarding Capital Insight Group Employees

How many employees does Capital Insight Group have?

Capital Insight Group has 1-10 employees

Who are Capital Insight Group key employees?

Some of Capital Insight Group key employees are Alexis Dutton, Jeffrey McClenning, Patty Anadio, Helen Lusk, Rachel Diffee

Where is Capital Insight Group located?

Capital Insight Group’s headquarters are located at 3930 E Jones Bridge Rd Ste 155, Norcross, Georgia, 30092, United States

How do I contact Capital Insight Group?

Capital Insight Group Contact Info: Phone number: (770) 441-3553 Website: www.capitalinsightgrp.com

What does Capital Insight Group do?

Capital Insight Group is a financial planning and asset management firm that specializes in serving successful families, small business owners, and high net worth individuals. They offer a range of services including financial planning, investment advice, and retirement income planning, all delivered with a client-centered approach. The firm prides... Read More

Is Capital Insight Group a public company?

Capital Insight Group is private company therefore does not currently have an official ticker symbol

See more information about Capital Insight Group Employees