Capital Region Financial Group, LLC - click to go to homepage
Ellwood L. Jones

CRFG Team

Ellwood Jones

Ellwood L. Jones  View Ellwood Jones's LinkedIn profile
President
Ellwood@CRFG-LLC.com

CA Insurance License #0740197

Ellwood L. Jones has over 25 years of experience in the Sacramento region financial services industry. He founded Capital Region Financial Group, LLC specializing in comprehensive wealth solutions for owners of privately held businesses and affluent individuals. Ellwood addresses the unique wealth planning needs with strategies specific to business owners such as investment, retirement, advanced ESOP, exit planning, business succession, and insurance. He also co-founded "The Private Business Group", a national group of financial firms that also share his focus on business owner-related issues. Ellwood supports multiple community service organizations and previously served on the board of directors for the Leukemia & Lymphoma Society of Sacramento and KVIE public television. He also enjoys golf and fly-fishing.

Caryn Jones
Certified Insurance Agent

Caryn B. Jones  View Caryn Jones's LinkedIn profile
Employee Benefits Specialist
Caryn@CRFG-LLC.com

CA Insurance License #0653237

Caryn Jones has over 20 years of experience in the insurance industry. She began her career working with independent producers then moved up through management in a general agency. Since co-founding CRFG, she has been one of its principal agents, focusing on providing specialized insurance and administrative solutions for small to mid-sized companies. Her knowledge and expertise of employee benefits and long-term care insurance has grown to meet the needs that result from the ever-changing events in the healthcare marketplace.

Melissa Yano

Melissa M. Yano, CFP®  View Melissa Casey's LinkedIn profile
Wealth Management Advisor

Melissa@CRFG-LLC.com

The Wealth Management Advisor performs crucial functions in direct support of the Senior Planner. The WMA orchestrates investment planning, wealth forecasting, financial reporting, vendor product research and recommendations. The advisor assists in estate planning, pension administration and audit coordination as well as on-going client relationship development. The WMA works directly with the Securities Account Administrator on client portfolio maintenance, quarterly reporting and manages various wealth management technology systems for the firm.

 

 

Ester Swisher

Ester W. Heichman  View Ester Swisher's LinkedIn profile
Office Manager/Group Insurance Administrator
Ester@CRFG-LLC.com

The Office Manager provides overall administrative support for the firm and its Senior Management Officers. The OM is responsible for smooth day-to-day facilities operations, providing a wide range of office management and support to the company including office technology, telecommunication, appointments/calendar, client data management, meeting arrangements, organizing firm marketing functions and general accounting & bookkeeping. The OM additionally supports the Employee Benefits Specialist by providing back office support for clients and vendors.