About Us
About UsForging a
Path Together
Established in 2016, Capital Heights operates with a unique blend of professionalism and personalized service that sets us apart from the rest. Driven by a shared commitment to prioritize your needs, our team is dedicated to delivering and going above and beyond for you.
Each person and family is distinctive and their needs reflect their uniqueness. We pride ourselves on delivering tailored solutions that go beyond the cookie-cutter approach. Our unwavering dedication to exceptional client service sets us apart. We are here to provide a helping hand, guiding you through the complexities of wealth management with care and attention to detail.
The “Golden Rule” and our shared faith is at the core of what we do. Our belief in treating others as we would like to be treated forms the foundation of our client relationships. By forging a genuine partnership, we can achieve financial success while staying true to our shared values.
One of our primary objectives is to instill confidence in our clients. We understand the importance of financial security and work diligently to ensure that our clients' investments align with their long-term aspirations. Leveraging our expertise and experience, we empower our clients to make informed decisions, helping provide them with the confidence they deserve.
Karla Barker Financial Adviser, Partner
I have spent the past 16 years working in the financial services industry. Throughout my career, I have had the privilege of helping numerous clients realize and achieve their financial goals. Whether it's saving for retirement, buying a home, or planning for their children's education, I have always been dedicated to providing guidance, advice, and emotional support during both prosperous and challenging times.
One of the aspects I truly cherish about my job is learning about my clients' individual stories and experiences. By understanding their unique circumstances and aspirations, I can tailor my approach to best suit their needs. This personal connection allows me to build trust and develop long-lasting relationships with those I serve.
Outside of work, I am happily married to my husband, John, and we have been blessed with three wonderful children and four adorable grandchildren. Spending quality time with my family is a top priority for me, and I particularly enjoy fishing trips with my husband and creating lasting memories during family vacations. Being surrounded by loved ones brings me immense joy and serves as a reminder of the importance of financial stability and planning for the future.
Brandon Brinkman Sr. Wealth Advisor, Partner
I have always found great joy in helping others, and my role as a Senior Wealth Advisor allows me to extend that passion to all of my clients. With 16 years of experience in the industry, I have developed a deep understanding of the financial landscape and the unique challenges individuals face as they approach or enter retirement.
What truly drives me in this profession is the opportunity to build meaningful relationships with my clients. I believe that trust and open communication are the cornerstones of a successful advisory partnership. By taking the time to listen and understand my clients' goals, aspirations, and concerns, I can provide them with the confidence they need to navigate their financial journey. Knowing that I am making a positive impact on their lives brings me immense satisfaction.
Outside of my professional life, I am a devoted family man. I have been happily married for 28 years, and together, my spouse and I are proud parents to three wonderful kids. With two of them currently in college and one in high school, our days are filled with excitement and constant activity. Whether we are attending sporting events to cheer on our high schooler or traveling to visit our college-bound children, family time is always cherished and valued.
Jordan Phillips Financial Adviser, Partner
From the moment I saw a list of careers in my freshman year of high school, I knew I wanted to be a financial advisor to help people achieve their dreams. That passion has guided my career, leading me to a profession where I can employ problem-solving skills and customized solutions to help my clients navigate their unique paths to retirement. I'm Jordan, and since 2008, I've been fortunate enough to partner with clients, helping them to make informed decisions and meet their individual goals.
Each day, I'm driven by the satisfaction of solving problems and witnessing the tangible impact of my work on people's lives. Over the years, I've developed a deep understanding of the industry, allowing me to offer valuable insights and strategies tailored to each client's specific needs. I thrive on the partnership I form with my clients, as we collaborate to turn their retirement goals into reality.
Outside of work, I'm a wife to my wonderful husband, Josh, and a mother to our three beautiful children, Presley (12), Lincoln (9), and Holland (6). I have a deep love for gardening, which allows me to nurture life and growth in the same way I do in my professional life. I'm also an avid reader and fitness enthusiast, always striving for personal growth and well-being. Watching my kids play sports and spending quality time with my family are among my most cherished moments. These experiences remind me of why I'm so committed to helping others secure their futures: so they too can enjoy life's precious moments without worry.
Ashley Simpson
Executive Assistant
Sherri Simpson
Administrative Assistant