Our Team
Working with us
At Capitalwise Wealth Management, our focus is working with
high-net-worth families and select businesses to help simplify
Retirement, Estate Planning Strategies, Investments & Risk
management so they can focus on what's important.
Meet Our Team
Ryan Wells
Ryan Wells is a Managing Partner and Financial Consultant with Capitalwise. His journey in the finance industry started immediately after graduating with a Bachelor's Degree in Business from Texas State University in 2009 before quickly working his way up to become a Regional VP with Equitable Advisors. In 2017, Ryan founded Capitalwise to focus on high-net-worth business planning, qualified plans, and wealth management. When Ryan isn't hard at work helping people plan for their financial futures, he enjoys spending time with his wife Dana and son Callum, hitting the gym, playing golf, setting Peleton records, and trying out new breweries.
Greg Wells
Greg Brian Wells was born and raised in Oklahoma, where he also completed his BS in Industrial Technology from Northeastern State. He has lived in Texas for over 40 years and is a Managing Partner at Capatalwise, focusing on Individual Retirement Planning. With over 23 years of industry experience, Greg spent four years as Regional VP of Equitable Advisors, where he managed his team before stepping out to concentrate on his clientele. Outside of finance, Greg enjoys spending time with his wife of 42 years, his three sons, and grandchildren, playing drums for Stoneridge Church, golfing, and of course, pursuing the next big fish story.
Cade McDonald
Originally from Mont Belvieu, TX, Cade McDonald serves as Manager of Client Strategies focusing on Operations, Research, Risk Management, and Portfolio Design. He began his career with Equitable Advisors in 2015 after Graduating from Texas State with a BBA in Finance before joining Capitalwise in 2020 to help lead the team as a research and portfolio design professional. When he's not busy crafting meticulous investments, he enjoys spending time with his wife, Ashley, son Boone, and daughter Rory. In addition, Cade also enjoys golfing, hiking, biking, motorcycles, and exploring new destinations.
Justin Wagner
Justin Wagner is a Partner and Financial Advisor at Capitalwise, focusing on direct one-on-one Client relations for high-net-worth Estate Planning Strategies, Life Insurance, and Qualified Plans. Justin was born in Colorado and grew up in The Woodlands area, which led to him acquiring a BBA in economics from Texas State University. Continuous improvement, determination, loyalty, and ethics are what drive Justin in both his personal life as well as his career. Family is essential to him, and his ten nieces and nephews motivate him to strive for success. In addition, he enjoys fishing and hunting in his free time and can never say no to a good round of golf.
Justin Smith
Justin Smith serves as Regional Vice President & Financial Consultant with Capitalwise, specializing in qualified plans, high net worth, and business planning. Originally from The Woodlands, TX, Justin attended Sam Houston State University to obtain his BBA in Business in 2010 and worked in staffing and recruiting before his career at Equitable, where he quickly climbed up to Regional Vice President within three years. When Justin isn't busy building relationships at Capitalwise, he enjoys spending time with his wife, Chelsey, Daughter, Hadley, and their chocolate lab, Benji.
Ryan Oujesky
Born in Houston and raised in Sugarland, TX, before attending the University of Texas to receive his BA in Economics, Ryan Oujesky works as a Financial Consultant at Capitalwise, focusing on Qualified Plans and Private Wealth Management. In addition, Ryan has served as an Equitable Advisors Financial Professional for three years and enjoys helping clients figure out their financial goals while meeting new people and building genuine relationships. Outside of the daily Capitalwise grind, Ryan enjoys spending time with his wife, Hannah, and their golden retriever, golfing, trying new restaurants, enjoying the outdoors, and of course, watching any Houston sports team win.
Virginia McCune
Virginia McCune has served as an Executive Assistant with the Capitalwise group since 2014 as a highly motivated individual with a creative and competitive personality. With her extensive background in customer service, Bridgette's passion for providing top-tier client relations and communication talent makes her an exceptional member of the Capitalwise team. When she's not busy collaborating with clients and team members, Bridgette stays active volunteering with animals, walking dogs, hiking with friends, or enjoying tennis, baseball, concerts, cooking, photography, and traveling to new destinations.
Kyle McDonald
Kyle McDonald is a native of Houston, Texas, and an Associate of Client Strategies for Capitalwise. Kyle's computer science background and experience providing customer support within the financial services industry, including three years with Equitable Advisors, make him a valuable member of the Capitalwise team. In addition, Kyle is known for his work ethic and dedication, and he takes pride in being an integral part of any team. Outside the digital realm, you can find Kyle spending time with friends and family in the great outdoors, traveling across the country on his motorcycle, or indulging in his love for reading, motorsports, fitness, golf, and swimming.
Brian Eckhoff
Brian Eckhoff is a financial advisor with Capitalwise, originally from Bay City, Texas. After graduating from Sam Houston State with two bachelor's degrees in both Management and Banking & Financial Institutions, Brian relocated to Houston to begin his career with Equitable Advisors in 2012. Since then, Brian's primary focus has been helping clients with financial planning using his extensive experience to provide them with the guidance they need for making sound investment decisions. In Brian's spare time, he enjoys sporting events with family, fishing trips with friends, golfing, and finding new running trails throughout the Houston area.
Claudia Loya
Claudia joined the Capitalwise team after years of gaining extensive experience with numerous organizations, including national nonprofits and regional music festivals. Claudia graduated from the University of Texas at San Antonio in 2010 before becoming known as one of central Texas's top social media strategists. Whether personal or business, Claudia is constantly driven to excel in every aspect of life, especially when it comes to helping others. When Claudia is not busy creating content or assisting clients in reaching their goals, she enjoys traveling, live music, and exploring the great state of Texas.
