MSH Capital Advisors LLC

Tara Kreizenbeck is a financial advisor with MSH Capital Advisors LLC, holding a Series 66 designation and six years of industry experience. She has worked at MSH Capital Advisors and its affiliated firm M.S. Howells & Co. since 2019, and previously spent ten years at Inventure Foods Inc. Outside of advisory work, she serves as COO of both MSH Capital Advisors and MS Insentra LLC, an insurance marketing organization. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Andrea Donaldson is a financial advisor at MSH Capital Advisors LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Lockton Investment Advisors and Henry+Horne Wealth Management. Andrea also serves as Executive Vice President for retirement plans at MSH Capital Advisors. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion through a team of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, and access to third-party managers.

Todd Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Buchanan Capital Inc. and Prospera Financial. Buchanan serves on the Montana Board of Regents, which governs higher education in the state, and is a board member of Beartooth Billings Clinic. MSH Capital Advisors LLC manages approximately $1.09 billion and offers portfolio management, retirement plan consulting, financial planning, and securities-based lending to individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of investment strategies and works with qualified custodians, sharing advisory fees with its investment adviser representatives and third-party managers where applicable.

Joseph Thieman is a financial advisor with MSH Capital Advisors LLC in San Angelo, TX, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at Thieman Investment & Retirement Services, Thieman-Stinnett Investment & Retirement Services, M. S. Howells & Co., and Momentum Independent Network Inc. Outside of advisory work, he serves on the boards of the San Angelo Chamber of Commerce, the San Angelo Performing Arts Center (as board president), and West Texas Rehab, and he manages a family ranch. MSH Capital Advisors LLC manages approximately $1.09 billion through a team of 11 advisers, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm provides portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a range of investment strategies tailored to client goals and risk tolerances.

Evan Troop is a financial advisor at MSH Capital Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC since 2015. Outside of his advisory role, he owns Evan Troop Music LLC, which manages music royalties. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering a range of portfolio management and consulting services with strategies that include long-term buy-and-hold and tactical allocation.

Damon Zahlmann is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Crown Capital Securities, Clarus Wealth Advisors, and Summit Wealth Advisors, which he co-founded. Zahlmann is also an insurance agent involved with life insurance and fixed indexed annuities through MS Insentra. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 investment adviser representatives, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

Todd Lukasik is a CFA® charterholder and Series 65 licensee with six years of experience at MSH Capital Advisors LLC and five years at UMB Financial. He is a partner and founder of Candor Wealth Advisors LLC, a wealth management and investment management firm based in Scottsdale, AZ. MSH Capital Advisors LLC is an SEC-registered adviser managing approximately $1.09 billion through a team of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, and access to third-party managers with strategies ranging from long-term buy-and-hold to tactical allocation.

Travis Jack is a financial advisor at MSH Capital Advisors LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Iliad Wealth Solutions, M.S. Howells & Co, and M.S.H Capital Advisors. Outside of his advisory role, he serves as the managing member of Metz CPA PLLC, an accounting and tax firm based in Phoenix, AZ. MSH Capital Advisors LLC manages approximately $1.09 billion through a team of 11 advisors, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers portfolio management, retirement plan consulting, financial planning, and access to third-party managers, employing a range of investment strategies tailored to clients’ goals and risk tolerances.

Carlton Reed is a financial advisor with MSH Capital Advisors LLC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for seven years and has been with M.S. Howells & Co. since 2023. Outside of advising, he owns a pool cleaning and maintenance business. MSH Capital Advisors LLC manages approximately $1.09 billion across a network of 11 advisers, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm offers a range of services including portfolio management, retirement plan consulting, financial planning, and access to third-party managers, employing diverse investment strategies tailored to client goals and risk profiles.

Daniel Gibson is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He currently serves as an advisor at MSH Capital Advisors LLC and is also a registered representative at M.S. Howells & Co. Prior to joining MSH Capital Advisors, he worked at Rock & Co LLC, Rockefeller Financial LLC, Bank of America, N.A., and Merrill Lynch. Outside of his advisory roles, Daniel owns and manages a short-term rental property. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Thomas Goetzinger is a CFA® charterholder and holds Series 63 and Series 65 licenses, with five years of industry experience. He is currently a managing partner and portfolio manager at Candor Wealth Advisors LLC and also serves as an advisor at MSH Capital Advisors LLC. Prior to these roles, he worked at UMB Bank for five years. MSH Capital Advisors LLC is an SEC-registered firm managing approximately $1.09 billion across a network of 11 advisers. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Gary Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Buchanan Capital Inc., M.S. Howells & Co., and Prospera Financial. Buchanan serves as an advisory board member for the Maureen and Mike Mansfield Center and has been involved in local political activities, including a campaign for Montana’s 2nd congressional district. MSH Capital Advisors LLC is an SEC-registered advisory firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and governmental entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Susan Pollick is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at MSH Capital Advisors and its affiliated entity M. S. Howells & Co. since 2023, and previously spent eight years at Umb. MSH Capital Advisors LLC manages approximately $1.09 billion across a team of 11 advisors, serving individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of strategies from long-term buy-and-hold to tactical allocation, using various analytical methods across discretionary and non-discretionary accounts.

Michael Feeney is a financial advisor at MSH Capital Advisors LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones for 15 years. Feeney is also affiliated with M. S. HOWELLS & Co. MSH Capital Advisors manages approximately $1.09 billion and serves a diverse client base including individuals, retirement plans, trusts, foundations, small businesses, and government entities. The firm employs a range of investment strategies from long-term buy-and-hold to tactical allocation and offers services such as portfolio management, retirement plan consulting, and financial planning.

Seth Mayberry is a Financial Advisor at MSH Capital Advisors LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Thieman Investment & Retirement Services, Momentum Independent Network Inc., and Freeman Buick GMC. Mayberry serves on multiple nonprofit boards in San Angelo, including the Leadership San Angelo Alumni Association, Concho Valley Workforce Development Board, Meals for the Elderly Board, United Way of Concho Valley, and Scouting America’s Texas Southwest Council. MSH Capital Advisors LLC is an SEC-registered adviser managing approximately $1.09 billion through a network of 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and government entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.