About CPA EDGE
Who Are we?
CPA EDGE is a part of First Capital Advisors Group, an independent Registered Investment Advisor*. First Capital is a wealth and asset management firm providing ﬁnancial counseling services, investment management, insurance strategies and retirement solutions to successful individuals and institutions.
First Capital’s Founders: Jim Hiles and Jeff Schulte
Jim Hiles and Jeff Schulte each have over 30 years working in personal wealth management. Jim and Jeff spent a great deal of their careers working with tax professionals educating professionals on creative solutions. Their careers include a five year period as leaders of a national wealth management practice with a public accounting firm. Their experience within the industry has helped them gain an understanding of how to work with and deliver strategies to tax professionals.