"My favorite part of this business is helping other business owners and entrepreneurs reach their dreams of financial independence."
JEFF ZUFALL
Owner
Capital Advisory Group has been helping business owners with tax liability mitigation and wealth strategy for over 40 years. We’re here to help business owners and entrepreneurs use tax laws to your benefit. We’ll help you to understand how the tax laws work, and how they are designed to reduce your taxes, not to increase your taxes. Once you understand these basic principles, you no longer need to be afraid of the tax laws. They exist to help you and your business—not to hinder you.
At the Capital Advisory Group, we provide personalized tax strategy and financial planning advice to growing businesses, entrepreneurs, corporations and individuals. Our team has over 70 years of combined experience. We ensure that you will keep as much of your money in your pocket as possible.
MARGRIT HAMILTON
Administrative Assistant - Director of First Impressions
Margrit majored with a degree in accounting from the University of Missouri-St. Louis. She changed her career path 30 years ago and has Series 63 and 11. She currently assists in our wealth financial planning division of the firm here; she enjoys interacting with clients and building strong client relationships. She strives to help our financial clients reach their goals. Mar enjoys reading, staying fit, and spending time with family
ELLEN MILLER
Payroll Specialist | Accountant
Ellen is our Payroll Specialist and Accountant who loves solving problems. She has a passion for learning new things and mastering new skills. Her favorite part about her career is getting to know clients and providing the best customer care she can. She is a lifelong ·resident of Ballwin, where she resides with her husband and two children.
BRENDAN STAED
Quickbooks Bookkeeper
Brendan graduated with a degree in Finance from the University of Kansas and joined the team in the fall of 2022. After his start as a member of the accounting team, he has transitioned to pursue licensing in the financial planning realm. He has reached Registered Representative status after completing the SIE and Series 7 examinations. Brendan takes pride in his attention to detail and looks forward to being able to use the knowledge he has gained to assist clients in any way he can. He enjoys being on the golf course and rooting on St. Louis sports teams in his free time.
MARDI BYRD
Quickbooks Bookkeeper
Mardi graduated with honors from college, where she concentrated her studies on office administration, business management, and accounting. She has over 20 years of bookkeeping and accounting experience. She worked for many startup companies, using QuickBooks Desktop and QuickBooks Online. She has worked in many states, including California, Hawaii, Texas, and Missouri. She loves accounting because it's like playing puzzle games for a living. She is excited to be a member of the Capital Advisory Group and working with their clientele.
KATHY KIEM
Client Service Representative
As a Client Services Representative, Kathy is here to help support our clients by providing helpful information and answering questions. She helps to ensure that all clients are satisfied with our tax and financial services.