About Us

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.

Our Leadership

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.

 

James D. Hiles, ChFC

Senior Partner, First Capital Advisors Group

Wealth Management

 

Jeffrey R. Schulte, ChFC

Senior Partner, First Capital Advisors Group

Wealth Management