Joseph S. Messinger, ChFC®, CLU, CCPS
Prior to co-founding Capstone Wealth Partners, Ltd. in 2009, Joe Messinger spent nearly a decade working in leadership roles with industry-leading financial services companies. After a career of training and developing successful financial advisors in different areas of the country, he returned to doing what he loves most - advising successful families and small businesses.
Joe loves to work with passionate and successful people that want the best for themselves and their family. He takes pride in advising clients to make sound decisions with their finances so they can spend their time and energy on the other things in life that truly matter most to them - family, career, leisure, charity, and so on. Joe’s ultimate satisfaction comes from empowering and educating clients so that are at peace with their plans for their financial future.
On top of being one of CWP's leading Wealth Advisors, Joe is also recognized as an expert in the area of college funding, and is often a keynote speaker to families at Central Ohio workshops, showing them how to pay less for college.
Qualifications & Designations:
- ChFC® (Chartered Financial Consultant)
- CLU (Chartered Life Underwriter)
- CCPS (Certified College Planning Specialist)
- Member, FPA (Financial Planning Association)
- Member, SFSP (Society of Financial Services Professionals)
In addition to his work at CWP, Joe sits on the advisory board at the Columbus Collegiate Academy and, in 2010, was appointed to the Ohio Commission on Personal Financial Education to advocate financial literacy for all Ohioans. He is a proud graduate of The Pennsylvania State University, with a degree in Hotel, Restaurant & Institutional Management. His passions outside of work include traveling, cooking, reading, and music. Joe currently resides in the Victorian Village of Columbus with his wife Jackie and their dogs Roxy and Bobby.
Ryan L. Sheppard
One of our Partners and Trusted Advisors at Capstone Wealth Partners, Ryan Sheppard entered the financial services field immediately upon graduating from The Ohio State University in 2003. After spending six years as advisor in both the brokerage and insurance environments, he jointly founded CWP alongside his partner, Joe Messinger, in an effort to begin delivering a more client-centric approach to wealth management.
At CWP, Ryan is committed to developing a world-class client experience - one that is unparalleled because of the inherent benefits of being a Registered Investment Adviser (RIA) firm. With the under-whelming experience of having worked at major brokerage firms, Ryan knows that a more meaningful wealth advisory relationship can be offered by simply making decisions with the client's best interests at heart at all times.
This can only be accomplished when there are absolutely no potential conflicts of interest - something that rarely exists at the big investment companies. Learn more about the differences to which Ryan speaks by visiting our Why Capstone Is Different page.
In addition to servicing his clients, Ryan manages the company's financial planning, investment advisory, and technology platforms - all in an effort to elevate the CWP client experience.
Ryan earned his B.S. in Economics from OSU, and is also scheduled to complete the CFP® and ChFC® designations in 2012. He is involved with the central Ohio chapters of the FPA (Financial Planning Association) and the Society of Financial Services Professionals (SFSP).
Ryan is an active member of the Ohio State University Golf Club, where he also volunteers in conjuction with Nationwide Children's Hospital. He lives in Columbus with his wife, Abbey.
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