Our team

Matthew D. Hickey

President

Matt graduated from the University of Denver in 1984 with a BSBA in Finance and Marketing. While in school, Matt obtained his insurance license and completed an internship with Northwestern Mutual.

In 1986 he started Capital Asset Management to help high net worth individuals and families with wealth management. Matt still maintains an insurance license and the Series 6, 7, 24, 31, 51, 63, and 65 securities licenses.

Matt has been a top producer and OSJ for many years. He focuses on working with other team members to service the high net worth market. He is responsible for the review and selection of the portfolio managers and insurance companies Capital Asset Management utilizes. He is also actively involved in the growth strategies for the company and its representatives.

Mark A. Solinski, ChFC, CRPC, AWMA

Director of Compliance and Financial Planning

Mark specializes in helping clients develop individualized Retirement Income Plans with the goal of securing enough income in retirement to fund, worry-free, their lifestyle goals, maintain their independence, and not outlive their assets. Mark also creates investment strategies for clients with an emphasis on capital preservation. Mark believes that achieving more consistent, positive returns over time, is the key to successful investing. Mark graduated from Robert Morris College in Pittsburgh, Pennsylvania with degree’s in both Accounting and Business Management. Since graduation he has earned several advanced designations and achieved the status of Chartered Financial Consultant (ChFC) from the American College, Chartered Retirement Planning Counselor (CRPC) and Accredited Wealth Management Advisor (AWMA), both from the College for Financial Planning, located in Denver, CO. Mark also holds numerous licenses including the Series 7, 24, 51, 63, 65, and Colorado Insurance Agent license. Mark enjoys hiking in the Colorado mountains, reading fiction, working out at 24 Hour fitness, and spending time with family and friends.

Mark A. Haenny, J.D.

Director of Estate Planning

Mark practiced law from 1985 to 1993 and since 1993 has been in the financial services industry as a trust officer, wealth manager and bank trust services manager He specializes in helping clients implement and manage their estate plans. He has extensive experience with family foundations, estate and tax planning, and retirement income planning. Mark works with local attorneys, cpa’s and famly offices to help their clients with trust asset management issues and opportunities. Mark is licensed to practice law in Arizona and Colorado and holds series 7, 66 and Life and Health Insurance licenses.

Greg Bakke

Director of Retirement Planning

Greg Bakke focuses his practice on defined contribution (401k, 403b, 457, IRA) retirement plan advisory services. With Greg’s background in open architecture, he has a powerful ability to design a retirement plan solution that is cost efficient, includes a strong investment lineup, is fully transparent in terms of fees, and supports the plan sponsor in their fiduciary role.

Greg additionally started Expand Revenue Management, LLC in 2009. The focus of this firm is to service the ever increasing fee disclosure and transparency needs of the retirement plan industry. With the introduction of 408(b)(2) and other continued DOL ERISA regulation, Expand Revenue Management is uniquely ahead of the marketplace in helping assemble a solution to aid with compliance to the new regulations.

Greg has spent the past 15 years performing various functions for multiple institutional custodians servicing independent record keepers, third party administrators, and registered investment advisors. He held key roles including chief technology and chief information officer at both Fiserv Trust Services and Trust Company of America.

As an executive with these firms, Greg was responsible for applying technology solutions to business issues and opportunities. He was integral in spending time with key clients to understand industry trends and adapt the custodial business to address the opportunities. He applies this knowledge to building an open architecture solution for retirement plans today.

Bakke has a Bachelor of Science in business administration (finance/accounting) from the University of Colorado at Boulder. He also holds a Masters of Science degree in computer information systems from the University of Denver. He is FINRA Series 7 and 66 licensed. He also holds a Colorado State Life Accident and Health Insurance License.

L. Michael Walton

Financial Consultant

Mike graduated from the University of California, Los Angeles (UCLA) with a B.A. in
1978 and moved to Boulder shortly thereafter. He started his career in financial services
in 1985 with Connecticut Mutual Life as a representative and then later joined
Management Financial Group as a partner in 1995 before starting Net Worth Advisors in 2001. Mike holds an insurance license and the series 6, 22, and 63 securities licenses. Currently Mike serves on the Executive Finance Committee and as Vice President on the board for Employment Link of Boulder County, a local non-profit.

Mike brings over 25 years experience working with high net worth individuals and business owners in protecting their families, businesses and estates with insurance strategies, including life, disability and long term care products. Mike also works with individuals in planning for retirement accumulation and income needs using tax-deferred annuities.

Mike serves as a resource to other Capital Asset Management advisors and their clients in tailoring the appropriate strategy and product for their needs.

Jaclyn L. Ramaley, ChFC

Registered Representative

Jackie started her career in 1985 with Connecticut Mutual, became a principal in an employee benefits firm in the early 1990’s and established her own Employee Benefits practice in 2003. She specializes in helping businesses create comprehensive and cost effective health and retirement plans, as well as assisting clients transition to retirement. Jackie holds an insurance license, the ChFC designation and the Series 6, 7, 63 and 65 securities licenses. She has lived in Colorado since 1969, currently residing in Boulder, CO.

Gus Gonzalez, CWS, RFBA

Financial Advisor

Gus Gonzalez is a graduate of UCLA and holds a Bachelor of Arts degree. Originally from Los Angeles, CA, he started his career in the financial services and insurance industries in 2000. Gus is a Certified Wealth Strategist (CWS) and a Registered Federal Benefits Advisor (RFBA). Gus specializes in and is eager to help federal employees with their financial and retirement needs. He also holds numerous licenses including the Series 6, 7, 26, 63, and 65, as well as being insurance licensed. CA Insurance License #0C81452

Gus serves his clients by creating a financial game plan where he addresses 13 Wealth Management issues that research has shown are critical for clients to address. He uses those 13 areas of concern to customize a strategy to help his clients achieve financial independence.

Gus moved to Boise, Idaho in 2007 and has since become recognized for his work in the Treasure Valley. Gus is known for forging close, professional relationships built on trust. His professional ideals and reputation were built on the motto “always put the client first”. Gus understands that making financial decisions for his client’s can be daunting, so he is there to guide them every step of the way.

Charles P. Presti

Financial Advisor

Born and raised in New York, Charles joined the financial world in 1988 working for a boutique Municipal Bond Broker/Dealer in Beverly Hills, California. A year later in 1989 Charles joined with Ken Rogers of Municicorp of California, one of the largest regional independent broker/dealers west of the Mississippi.

Charles specialized in fixed income products for the next 8 years until joining Associated Securities of California. Charles expanded his horizons within the financial industry and incorporated more traditional investment instruments including mutual funds, equities and retirement plans. Charles holds through First Allied Securities Inc. a Series 7, 63, 99, and California Insurance License # 0A02831.

Charles stayed with Associated Securities until 2007 when he joined with First Allied Securities bringing with him his expertise of fixed income and analytical ability. While at First Allied Securities, Charles met Mathew Hickey and joined Matt’s firm Capital Asset Management. By joining CAM, Charles joins a team of investment professionals with areas of expertise that allow him to better serve his clients. Our team of professionals can assist you with your retirement plans, financial planning and estate planning needs.

Nancy Steinkirchner

Financial Advisor

Nancy began working in the financial industry in 1980, becoming an independent advisor in 1995. In 2001, she became a principal with First Allied Securities. Her securities licenses include Series 6, 7, 24, 51, 63 and 65. Over the years, Nancy has developed her skills through extensive training. Her commitment to clients is to always provide unbiased advice, impeccable service and diversified financial resources to serve individual needs. Nancy is also a Notary Public for the State of Colorado and resides in Colorado Springs.

Sherri Madeo

Registered Securities Assistant

Sherri graduated from Metropolitan State College of Denver in 2002 with a B.A. in English. She began her career at Capital Asset Management in 1995, and has since become a registerd securities assistant with a Series 11 securities license. As Matthew Hickey’s executive assistant, Sherri’s position at Capital Asset Management is to assist our representatives with business processing and procedures, and to provide clients with a consistent and reliable point of contact for account service related items.

Jennifer Bonsall

Operations Manager, Expand Revenue Management

Jennifer joined the Expand Revenue Management group within Capital Asset Management in 2010. She is integral in performing the daily operations of this business. Additionally, she manages the business processing and procedures for the retirement advisory practice. Jennifer is pursuing her B.S. in Human Services at Metropolitan State College in Denver.