After 30 Years…

Thirty years ago on the day after Labor Day, I began what has become Capital Financial Planners, LLC.  My intention was to develop a financial planning practice emphasizing personalized attention with excellent service always mindful of putting clients’ interests first.

The firm has grown.  Barry Nelson has been with me since 2001.  We became business partners in 2007.  Beginning in 2009 I began tapering my hours in the office, and Barry has been the managing partner for a few years now.

So, after 30 wonderful years it’s time to pass the baton.  At the end of 2014 I will officially retire from Capital Financial Planners, LLC.  Separation will be hard, but I know the organization will continue and, most importantly, our clients will experience the same excellent service and personalized attention they have come to expect.

In contemplation of this transition, we brought on Chad Campbell, a former trust officer, in 2013.  He is settling in nicely, and he and Barry will surely make a great team in the years ahead.  Additionally, Danae Johnson, our Operations and Client Services Manager of nearly 6 years, continues to provide excellent service to our clients.

I appreciate all those who have allowed me to be part of their financial lives.  It has been a great honor and I treasure the experience.  While I will miss being a part of the business, it is time for me to spend more time with my husband of 48 years, Jim.

All the best to you and yours,

Judy Heltzel

A little more about Capital Financial Planners...

Established in 1984, Capital Financial Planners, LLC is an independent, fee-based investment management and financial planning firm located in Salem, Oregon. We provide wealth management and advisory services to clients in the Pacific Northwest and beyond. Our services include retirement planning, investment management, advisory services for trustees, hourly financial planning and more. We take a holistic and collaborative approach, working not only as our clients’ financial advisors, but as their financial partners.

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