About Us

Much More Than Financial Planning

At Capital Resource Management, we feel that we're not your typical financial services firm, and you'll notice the difference right away. We believe that financial planning is less about managing dollars and cents, and more about the people behind the business. That's why we first get to know your life situation, then we come to understand your business situation.

Established in 1986, Capital Resource Management is known for helping business owners and business professionals take an in-depth look at their retirement goals. We help more than 300 clients all across the United States take advantage of opportunities involved with everything from insurance to investments. We also have a long history of working to help our clients make the most of any financial situation and plan for their retirement.

Your Capital Resource Management Team

Jay Matthews, Owner, CLU, ChFC, CFP

Ashley Shea

Leah Curden