PRINCIPAL ADVISORS: All professional advisors or consultants for Capital Strategies who are directly responsible for client accounts are required to have a minimum of ten years of related experience in investments and financial planning and/or an advanced degree in economics, finance, accounting or law.

Eric C. Graber is the President of Capital Strategies Financial Corporation, which he founded in 1981. He has been in the investment business since 1977. He has specialized in financial and investment planning since 1979. Mr. Graber was a registered representative and principal in the securities industry for seventeen years. He served in the U.S. Army attaining the rank of Captain, as an Engineer Branch Officer, Special Forces "Green Beret" and helicopter pilot. He attended the University of Minnesota.

Mark A. Carlton is an Investment Consultant with Capital Strategies. He specializes in investment and economic analysis. Mr. Carlton holds the designation of Chartered Financial Analyst (CFA). He has worked with Capital Strategies for over eighteen years. He has a Bachelor's degree from the University of Minnesota and has been in the investment business as a securities principal and portfolio manager for over twenty years.

Timothy J. Goodyear is a Financial Planning Consultant to Capital Strategies Financial Corporation. Tim has worked with Capital Strategies for over five years. He has over twenty years of financial planning experience. Tim is a Certified Financial Planner (CFP). Tim is a consultant to fortune 500 financial services companies and teaches Continuing Educations classes to financial services professionals. Tim earned an MBA in Finance from the Carlson School of Management at the U of M and a BA from the University of St. Thomas.

Douglas K. Flink is an Insurance Consultant to Capital Strategies. He is a Principal and Partner with Foster Klima & Company, LLC. He specializes in the design and analysis of life insurance products to provide specific solutions for individuals and corporations. Mr. Flink has extensive experience in structuring solutions for estate and business planning needs. He has a Bachelor’s degree from Concordia College and is a Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC). Doug has worked with Capital Strategies for over eighteen years.


STRATEGIC ALLIANCES:
Capital Strategies has established formal working relationships with a select number of professional advisors in related fields for the benefit of our clients. The professional advisors we have chosen are individuals and/or firms that we have known and worked with for at least ten years. They have a history of proven competence and specific expertise related to our clients' needs. We have found that our clients want specific referrals to other professionals they know we trust and respect. It is one of the intangible, but important services that we feel we provide for our clients.

We currently have close working relationships with attorneys who specialize in estate planning and accountants whose forte is working with clients like ours. These firms specialize in working with high-net-worth individuals and closely held businesses. When appropriate, we are happy to share these professional relationships with our clients. No compensation is paid between any of the firms involved in our Strategic Alliance relationships for the referral of clients.