Carlos A. Carbonell
Carlos A. Carbonell CFA® Managing Partner carlos@firestonecapital.com Carlos A. Carbonell, CFA®, is a wealth advisor and managing partner at Firestone Capital Management, Inc. He specializes in managing financial plans and concentrates his research on client portfolios, investment strategies, and financial markets. He earned the Chartered Financial Analyst (CFA®) designation (2006), a globally recognized credential providing […]
Anthony E. Poppe
Anthony E. Poppe CFA®, CFP® Partner / CFO anthony@firestonecapital.com Anthony E. Poppe, CFA®, CFP®, is the CFO and a senior partner with Firestone Capital. He joined the firm in 2008. Anthony specializes in investment research and financial market analysis, but above all he enjoys financial planning work with clients. He thrives on helping clients recognize […]
Jerad O. Waggy
Jerad O. Waggy CFP®, CKA® Partner jerad@firestonecapital.com Jerad Waggy, CFP®, CKA®, is a Principal and Senior Financial Planner with Firestone Capital Management. He specializes in comprehensive wealth management for high-net-worth families and owners of closely held businesses. With more than 20 years of experience, Jerad is passionate about helping individuals and families intentionally steward […]
David Wiley, MBA
David Wiley, MBA Wealth Advisor david@firestonecapital.com David Wiley joined Firestone Capital in 2024. An experienced financial professional, David is dedicated to helping individuals, families, and businesses achieve their financial goals. He specializes in crafting personalized strategies for retirement planning, wealth management, and estate planning. He believes in creating meaningful long-term relationships with his clients […]
Sean P. Preston, CFA®
Sean P. Preston, CFA® Director of Investments & Trading sean@firestonecapital.com Sean P. Preston, CFA® is an experienced investments and operations leader. He enjoys integrating his passion for global events and economics into internal discussions about building portfolios and researching appropriate strategies. Sean graduated from the University of North Florida with a degree in Banking and […]
Sabrina Monteverde, FPQP®
Sabrina Monteverde, FPQP® Client Service Specialist sabrina@firestonecapital.com Sabrina has been with Firestone Capital Management since 2016 and holds the FPQP® (Financial Paraplanner Qualified ProfessionalSM) designation. This designation reflects specialized training in financial planning where she supports financial advisors by managing the day-to-day details of client accounts – ensuring paperwork is completed accurately, requests are processed […]
Dolly Cadaval
Dolly Cadaval Administrative Assistant dolly@firestonecapital.com Dolly Cadaval has played an integral role on the front office & administrative side of Firestone Capital since joining in October of 2022. She brings over 25 years prior work experience ranging from Administrative Assistant at The Fontainebleau Hilton, Marine Operations Coordinator for Royal Caribbean Cruise Lines and Investor Reporting […]