Meet Our Team

JJ Avila

Operations Support Specialist

Our office staff is the glue that keeps CWP together. Without them, we couldn’t be successful. JJ is responsible for keeping us running smoothly by answering calls, welcoming clients, and office visitors, ordering and storing all supplies, and creating a clean, comfortable environment for the entire team.

“Every person who works at CWP plays an important role in our success,” said Kevin Simpson, the firm’s founder. “JJ makes his job look easy, even when it’s not, and we appreciate him.”

In addition to his duties with Capital Wealth Planning, JJ is proud to volunteer for United Way of Lee, Hendry, Glades, and Okeechobee counties. In his free time, he enjoys watching and playing sports, reading, relaxing with music and movies, and spending time with family.

Phone: 239-431-3041

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales