Meet Our Team

Samantha Thomas

Director of Operations & Finance

Samantha partners with the assistant vice president and independent advisors to oversee key administrative strategies for successful client engagements, and serves as a first point of contact for many clients and vendors.

With more than 15 years of experience in the customer services industry, she has provided outstanding support to clients on a broad range of network and security-related topics. Samantha’s previous roles, prior to joining Capital Wealth Planning in 2018, positioned her well to foster a service-oriented work environment with an emphasis on quality, accountability, innovation and teamwork.

Phone: 239-300-2524

Yerania Carney

Assistant Vice President/Advisor Relationship Management

Ryan Carney

Assistant Director of Compliance & Analytics

Keith Wagner

Director of National Accounts and Institutional Sales