Nik Lewis

Alamo Angels is a fund + angel community of 135+ investors that invests and supports early-stage companies.

The MassMutual Advisors Association is a representative group of MassMutual advisors who partner closely with the home office to advance and maintain the best interests of the agents, the policyowners, and MassMutual. Out of this relationship of deep trust and respect have come many innovations and projects over the years that have helped MassMutual become the leading Fortune 100 Company it is today. The association – the oldest in the industry – was created in 1890 by Martin Van Buren Edgerly, MassMutual’s third president. As a former general agent, Edgerly knew that in order for the company to continue to grow and flourish, open and constructive communication between the home office and the field was critical. It is the oldest and finest organization of its kind in the industry. No other financial services company maintains such a vital and reciprocal relationship with its field constituents. The Agents Association is governed by an executive committee, also known as the AAX, which includes the association’s president, vice president, secretary, immediate past president, transition officer and committee chairs. These field leaders oversee committees that concentrate on specific subject matter and typically focus on six to 12 issues annually.

Alamo Angels is a fund + angel community of 135+ investors that invests and supports early-stage companies.

Vision At Capital Strategies, our vision is to help our clients build a healthier financial future. We are passionate professionals, committed to listening and identifying the gaps between where you are today and where you want to be. Mission Through a holistic approach to financial services, our representatives collaborate in teams that provide multiple perspectives toward problem-solving that result in improved client solutions and higher quality advice. Achieving financial independence is a journey, at Capital Strategies we have created an enthusiastic culture of accountability that underlies our commitment to guiding our clients each step of the way. Your Financial Health…...Is Our Business What Makes Us Different: Capital Strategies is team-focused and process-driven. Our client process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We will provide insight and clarity to the financial strategies that will sculpt your future. Service. Every initial engagement includes the scheduling of regular client review meetings. These are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies. As advocates for your financial health, our representatives are focused on developing holistic financial strategies, not on selling financial products. Disclosures and licensing: https://www.csomtx.com/licensing