Our Team

Jeff Zufall

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.

“My favorite part of this business is helping other business owners and entrepreneurs reach their dreams of financial independence.”

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.

Brendan Staed

AP/AR Administrator &
Wealth Management Assistant

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 for St. Louis sports teams in his free time.

Ellen Miller

Tax Preparer & Accountant

Ellen is our Tax Specialist and Accountant who loves solving problems. While handling taxes at Capital Advisory Group, she is working toward her EA designation. 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.

Kathy Kiem

Client Service Representative

As a dedicated Client Specialist with over 25 years of experience, I thrive on building strong relationships and delivering tailored solutions that meet client needs. My passion for customer success drives me to ensure a seamless experience from start to finish, leveraging effective communication and problem-solving skills. I am committed to fostering long-term partnerships and am always eager to explore innovative strategies for enhancing client satisfaction.

Tony Frazzeta

Associate Advisor

I am a financial services professional and registered representative with 7 years’ previous experience. Since beginning my career in April 2018, I have built a reputation for delivering thoughtful, client-first financial planning and insurance planning.

My focus has been on working with high-net-worth clients, providing tailored strategies for tax efficiency, risk management, and investment planning.

I approach my work with a strong intensity and a continuous drive to stay ahead in the ever-evolving financial landscape. My greatest passion is developing strong, long-lasting relationships with clients that are built on trust, communication, and a deep understanding of their goals.

I believe that real financial success is rooted in the confidence clients feel when they know someone truly has their best interests at heart.
When I am not in the office setting, I enjoy traveling, working out, and spending quality time with friends and family.

Mardi Myers

Senior Accountant

Mardi Myers is a Senior Accountant at Capital Advisory Group with over 20 years of experience in bookkeeping, office management, and accounting. She has worked across diverse industries, including construction, manufacturing, salons, restaurants, and financial advisory firms, giving her a broad understanding of business operations.

As a Certified QuickBooks Online ProAdvisor, Mardi specializes in solving complex bookkeeping issues, streamlining processes, and helping clients gain clarity and control over their finances.

Outside of work, she enjoys crafting, reading, home design, weekend getaways with her husband, and visiting family out of state.

Jayne D. Corley, JD, CPA

CPA

I am a financial services professional and registered representative with 7 years of previous experience. Since beginning my career in April 2018, I have built a reputation for delivering thoughtful, client-first financial planning and insurance planning.

My focus has been on working with high-net-worth clients, providing tailored strategies for tax efficiency, risk management, and investment planning. I approach my work with a strong intensity and a continuous drive to stay ahead in the ever-evolving financial landscape.

My greatest passion is developing strong, long-lasting relationships with clients that are built on trust, communication, and a deep understanding of their goals. I believe that real financial success is rooted in the confidence clients feel when they know someone truly has their best interests at heart.

When I am not in the office setting, I enjoy traveling, working out, and spending quality time with friends and family.

Kindra Espinoza

Payroll

Kindra brings experience in payroll services, office administration, and accounting. She is known for her keen eye for detail and passion for organization, ensuring accuracy and efficiency in every task she takes on.

Outside of work, Kindra enjoys all things crafting, bringing creativity and a professional touch to everything she does.

Kloey Blanton

Tax Accountant

Kloey is a tax accountant with a Master’s degree in accounting from the University of Central Missouri. She is dedicated to making taxes less stressful and more straightforward for individuals and businesses.

In her off time, she enjoys spending time outside with her family.

Jean Morrell

Senior Accountant

Jean joined Capital Advisory in 2023 and has over 50 years of experience in accounting and tax.

Jean is responsible for tax, accounting, and payroll services for individuals and closely held businesses. Jean lives in Ellisville with her husband and enjoys watching the Cardinals and Blues games.

Amy Zufall

Customer Service

Energetic, with a passion for providing top-notch customer service and creating a positive first impression. Skilled in managing operations, handling inquiries, and maintaining an organized workspace. Committed to enhancing client experiences with a warm smile and proactive communication.

Emily Maston

CPA

Emily joined Capital Advisory Group in 2024 and has over 20 years of public and private industry accounting.
Emily graduated from Truman State University with a B.S. in Accounting and received her Masters of Accountancy from University of Missouri – St. Louis in 2004.
Emily’s background includes experience in preparing internal financial reports, income tax returns, and the daily accounting and business activities needed to assist small businesses.
Emily lives in Ballwin with her husband and three children. Outside the office, Emily enjoys hiking, volunteering & cheering on her kids at their extracurricular activities.