Whether you are just beginning your path to financial freedom or you are close to retirement, the Wealth Management division of Capitol Credit Union is here to help you.

Too often, our busy lives prevent us from addressing our personal goals, and sometimes, even the most important things can get put on the back burner because we simply don’t have the time to deal with them. Balancing work, family, and extracurricular activities is enough of a task, but throw in personal finances and investment management, and we can often get overwhelmed.

At the Wealth Management division of Capitol Credit Union, our goal is to help relieve any burden you may have regarding your financial planning, investments, or insurance so that you can focus on the things you enjoy the most. 

We offer a broad array of investment services , comprehensive financial planning , and life insurance, long-term care, and disability services to Capitol Credit Union members and their families. Our registered investment professionals are here to offer you unparalleled service and unbiased financial advice. Contact us today for your no-cost, no-obligation consultation to see how we may be of assistance to you.


Program Manager

Born and raised in the small town of East Bernard, Texas, Ryan moved to Austin in 2004 after obtaining his BBA in Finance and MBA in Business Administration from Texas State University.

Ryan’s financial expertise ranges from building and serving credit union investment programs to establishing and managing a successful, independent wealth management practice.  He has been serving individuals, small businesses, and non-profits around Central Texas for over a decade.  Ryan’s passion for credit unions, coupled with his desire to help others, is the basis of his entire financial planning career.

Outside of work, Ryan is an avid runner and cyclist, and he enjoys playing guitar, volunteering as a coach at the YMCA of Greater Williamson County, and playing classic video games with his sons. Check the background of this investment professional on FINRA’s BrokerCheck

Awards & Certifications

  • Certified Fund Specialist® (CFS®)
  • 5-Star Wealth Manager Award Recipient (Multi-year)*
  • Series 7 registration held with LPL Financial and 66 registration held with Strategic Financial Concepts and LPL Financial
  • Texas Life, Health, Accident, and Long-Term Care Insurance Licensed

Zachary Jones – Investment Advisor Representative

Zac has worked in the banking industry since 2005, assisting both personal and commercial clients with a wide range of services, and this experience allows him to serve our members in a holistic way. Having an extensive knowledge of both the retail and financial planning sides of credit unions, Zac has helped countless individuals and businesses work toward their goals. He understands that everyone has different objectives, so he does all he can to help our members live and work with intentionality. Without fail, Zac will help our members through a caring, compassionate relationship that seeks to improve their lives.

A native of New Braunfels, Texas, Zac made Austin his home in 2005 after attending Texas State University.  Outside of work, he enjoys exercising, traveling and the occasional local craft beer. Check the background of this investment professional on FINRA’s BrokerCheck .

Certifications & Licenses

  • Series 65 registration held with Strategic Financial Concepts, LLC
  • Texas Life, Health, Accident, and Long-Term Care Insurance Licensed

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014/2015/2016/2017 Five Star Wealth Managers.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  Investment advice offered through NFA Wealth Management, a registered investment advisor and separate entity from LPL Financial.  Capitol Credit Union and Wealth Management, a division of Capital Credit Union, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management, a division of Capitol Credit Union, and may also be employees of Capitol Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Capitol Credit Union or Wealth Management, a division of Capital Credit Union.  Securities and insurance offered through LPL or its affiliates are:

Not NCUA Insured Not Credit Union Guaranteed No Credit Union Deposits or Obligations May Lose Value

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