Jim Lowry is an LPL Financial Advisor and Chartered Retirement Planning Counselor who founded Capital Plan Advisors in 2005 with his partner, Beau Horack. The group specialized in company retirement plans, as well as, individual retirement planning. Jim was previously a Retirement Plan Specialist with Merrill Lynch and a Small Business Specialist with JP Morgan/Chase.
Jim is currently a Managing Partner with Capital Plan Advisors. A graduate of St. Thomas Aquinas College, he has an MBA in Finance and over 20 years of experience in the financial services industry. Jim currently lives in Huntersville, NC with his wife, Lauren and three sons Ronan, Conall and Dermot.
Beau Horack has over 20 years of experience in the financial services industry. During that time he has worked as a financial advisor at several firms including Edward Jones, TIAA-CREF, and Merrill Lynch. He started Capital Plan Advisors with Jim Lowry in 2005. The firm's primary focus has always been Investment Management, Financial Planning and Consulting for corporate retirement plans, their fiduciaries and their participants.
Beau, a native Charlottean, currently resides in Concord, NC with his wife Amy and his daughter Ashton. He is a veteran of the United States Coast Guard. Following his military service, he attended Western Carolina University and received a degree in Business Administration with a major in Corporate Finance.
David D. Kitterman, Jr has been in the financial services industry since 1995 and brings a vast amount of experience, particularly in the areas of retirement planning and wealth management. His experience includes retail banking, full service, and discount brokerage services and investment advisory services for 401k participants.
Dave is a graduate of Indiana University. He is a CERTIFIED FINANCIAL PLANNER™ and holds a series 63, 65, 7 securities registrations through LPL Financial and Life and Health Insurance licenses. Dave lives in the Lake Norman area with his wife Heidi and his son David III.
Rod has over 37 years’ experience in the insurance and financial services industry. After serving in the Marine Corps for 6 years, he attended Penn State University for 4 years. Rod’s extensive experience with large and small companies in all areas of employee benefit plans is extremely noteworthy. From plan design assistance, administration, and counseling employers and employees in helping to maximize their plans to the fullest extent while striving to minimize costs. Rod has also worked in the independent insurance and financial services industry with companies like Equitable of Iowa, Voya, Reliastar, Investors Capital, Northwestern National, First Financial Planners, Coastal Equities and Jackson National just to name a few. Rod is currently licensed in 5 states including: NC, SC FLA, TX and PA, has his Life and Health Licenses. He is also a Registered Representative with LPL Financial and a member of the Moore County Chamber of Commerce. Rod is also currently studying for his Registered Investment Advisor (RIA) designation, and his Accredited Investment Fiduciary (AIF) designations. He lives in Pinebluff NC with his wife Kathy of 44 years.