Experienced Team
David P. Gray, CFP®
CEO & Managing Partner
David founded Capital Management, LLC in 1980 and has worked in the financial services industry for over 36 years. He has been actively involved in helping hundreds of individuals plan for their financial futures. David holds memberships with the Institute of Certified Financial Planners and the International Association for Financial Planning. David is a 1970 graduate of Guilford College. He received the CFP designation in 1980 and will soon complete his Master of Science in Personal Financial Planning.
Through his work at Capital Management, David has taught workshops and financial courses at various institutions in the area. He has also developed educational workshops on financial planning for corporate executives and management. David’s book, The Great American Myth, will soon be released. David stresses that financial planning is an ongoing process, not a one-time set of circumstances. Understanding his clients' needs and integrating them with the complex planning techniques gives him the ability to work with clients in a clear and successful manner.
David resides with his wife, Ellen, in Greensboro, NC. They have one grown child, Stephanie.
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Robert E. Wiggins
Director of Business Development
Bob brings years of business experience to the firm, including manufacturing, marketing and human resources. His career includes time as a professor at NC State University and as an executive with several leading textile firms. Bob managed day-to-day manufacturing operations, quality control, technical services and development of new products. His work at Capital Management is focused on developing strategic alliances and building awareness with prospective clients.
Bob has B.S. and M.S. degrees from NC State Universtiy in Textile Management and Textile Technology. He is also a graduate of the Executive Program at the University of North Carolina at Chapel Hill. Bob lives in Greensboro, NC, with his wife. They have two children and five grandchildren. He’s a member of First Baptist Church.
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Lisa B. Jacobus, CSA®
Director of Operations
Lisa has been a member of the Capital Management for over 10 years. Lisa oversees all of Capital Management's internal accounting. Since receiving her designation as a Certified Senior Advisor, Lisa has helped to expand the services offered to our senior clients. Capital Management, at the request of our clients, offers services to assist in cash flow management, organization of financial records, bill paying services and the collection of documents for taxes. Her accounting degree and work experience have been valuable in helping clients maintain independence in their financial affairs without giving up control. Lisa also oversees and works closely with the service team at Charles Schwab to open and service our clients' investment accounts.
Lisa is a University of North Carolina at Greensboro graduate with a B.S. degree in Accounting. She also studied Business Administration at Alamance Community College. Lisa resides with in Burlington, NC, with her husband, Brett, and two young daughters, Lauren and Emily. Lisa and her family are active members of St. Mark's Church in Burlington, NC.
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Lara C. Joyce
Director of Client Services
Lara joined the Capital Management team in April 2009. Lara’s previous career as a licensed Property and Casualty Insurance Agent of 16 years and experience in the legal field serves her well in her position at Capital Management. She holds an Associate in Claims (AIC) designation from the Insurance Institute of America and was a member of the Professional Insurance Agents of North Carolina for 12 years. With a vast amount of experience in marketing, printing, promotions and special events, she brings a passion for being a part of a firm dedicated to helping others.
Lara and her husband reside in Forsyth County, NC, with their son and daughter. Lara and her family are active members of Center Grove Baptist Church in Clemmons, NC.
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