Jeff-Zufall

"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.

 

John-Zufall

JOHN ZUFALL

Emeritus

John is a lifelong resident of Missouri. He has been married for 52 years, has two grown children, and six grandchildren. John received his Bachelor's degree from University of Missouri St. Louis. in business administration with a major in accounting. John spent 14 years with Missouri's largest mortgage banking service firm in various capacities including Corporate Controller. He then opened a successful income tax, accounting, and financial planning firm that has been serving the St. Louis area for over 42 years. 

Margrit-Hamilton

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-2022 web

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 further-web 2023

BRENDEN STAED

Quickbooks Bookkeeper

Brendan graduated with a degree in Finance from the University of Kansas and joined the team in the fall of 2022. He is a member of the accounting team and an advisor for QuickBooks. He uses his QuickBooks knowledge to provide meticulous, detailed service to small business clients. Brendan takes pride in his attention to detail and ability to be versatile in assisting clients and co-workers. He enjoys spending time outdoors and rooting for St. Louis sports teams in his free time.

Mardi further-web 2023

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 further-web 2023

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.

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