Educated, Qualified, Experienced

 

Our firm consists of industry professionals who are experienced in all areas of financial

planning, including accounting. Our advisors are registered representatives, investment

advisor representatives and licensed insurance professionals. With over 30 years of

combined experience, our firm has the experience needed to help you navigate your

dreams, especially during challenging times.

 

The firm’s founder, David Lademan, is a graduate of Michigan State University and has

his MBA in finance. He brings a broad scope of business experience and a unique

perspective as a former executive with a Fortune 500 company.

As a former VP of a Risk Management firm, he authored insurance policies, founded

insurance programs, and was appointed as an underwriter with Lloyd’s of London.

David Lademan, President

     David Lademan is the President of Capital Strategies.  He received his degree from MSU in Chemical Engineering and MBA in Finance from Western New England College.  David started with a Fortune 500 company as a Process Design Engineer in Polymers and ended his 15 year career in Commercial Development.  He moved to the insurance and finance industry in 1988.  Mr. Lademan initially worked to develop self-insured health insurance plans for businesses on Cape Cod.  After returning to Michigan in 1992, he became a risk manager for a medical malpractice association and eventually a liability expert. He then developed an alternative to statutory workers compensation in Texas and created a lead-paint liability program for property owners in New York.  He formed the Environmental Consultants Organization and authored an errors and omissions insurance policy for the association of engineers.  He was Vice President of a property and casualty company and participated in developing other risk purchasing groups and negotiating reinsurance contracts. He was only one of five people in the US who had binding authority with Lloyds of London.

 

In 1999, after the sale of the insurance company, Mr. Lademan founded Capital Strategies to use his passion for investing to serve clients with tax and financial planning.  For 15 years he has developed a client base of faculty and staff at MSU, business executives, automotive retirees, and entrepreneurs from offices in Lansing and Bloomfield Hills. He brings a unique depth of business experience, analytical skills, and a high capacity for problem solving to his efforts to maximize portfolio growth potential.  David and his wife Debbie have two children, Jason lives in Chicago and Jenna is a senior at Grand Valley State University.  He and his wife enjoy travel, the beach and the arts.  David is an avid golfer and was invited to play in the Allianz Championship Tour Senior Pro-Am in 2013.

 

Jim Corona, Vice President

     Jim Corona has 24 years of experience in the financial service industry. He is a graduate of Michigan State University, Eli Broad College of Business with a degree in Financial Administration.  Jim began his career in finance working for Olde Discount in Detroit as an assistant broker and compliance analyst.  He later moved to Waterhouse Securities in Detroit, also working in the Northbrook, IL office and later as Branch Manager, Vice President of the Dayton OH office. Jim moved back to Michigan to open the Okemos branch office of Scottrade Financial where he was the manager for twelve years.  Jim’s desire to do more to help clients with their financial needs led him to Capital Strategies.

 

Jim enjoys reading, investing and playing golf. He is an assistant instructor in Tamiya Ryu Iaijutsu which is a form of Japanese swordsmanship.

 

Shannon Poynter, Business Development

     Shannon Poynter is the Business Development Director for Capital Strategies. He attended Lansing Community College and has his LUTCF from The American College and the National Association of Insurance and Financial Advisors. Mr. Poynter brings an entrepreneurial background in graphic design and photography to the company, having owned his own business for 13 years. His passion for helping clients problem solve continued in the financial services industry with a Fortune 100 company in 2006. Having realized he could better serve his clients with an independent company Mr. Poynter joined Capital Strategies in in 2010.

 

Shannon and his wife Joanna have two children, Tess and Sam. He and his wife enjoy travel and attending their kid's many sporting activities.

Pam Reed, Operations

     Pam Reed joined Capital Strategies in November 2015, bringing years of customer service experience with her.

 

Pam lives in Eaton Rapids with her husband, Russ, and their 2 cats, Ooda and Lyons.

Our Office

Capital Strategies

4039 Legacy Pkwy, Suite B

Lansing, MI 48911

 

phone: 517.347.8600

TF:       877.683.7850

Contact Us

©2014 Capital Strategies

Capital Strategies offers securities through Kalos Capital, Inc. and investment advisory services through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005, (678) 356-1100. Capital Strategies is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc. Kalos Capital, Inc. does not provide tax or legal advice. The opinions and views expressed here are for informational purposes only. Please consult with your tax and/or legal advisor for such guidance.