Our Team
Working with us
At Capitalwise Wealth Management, our focus is working with high-net-worth families and select businesses to help simplify Retirement, Estate Planning Strategies, Investments & Risk management so they can focus on what's important.
Meet Our Team
Ryan Wells
Ryan Wells is a Managing Partner and Financial Consultant with Capitalwise. His journey in the finance industry started immediately after graduating with a Bachelor's Degree in Business from Texas State University in 2009 before quickly working his way up to become a Regional VP with Equitable Advisors. In 2017, Ryan founded Capitalwise to focus on high-net-worth business planning, qualified plans, and wealth management. When Ryan isn't hard at work helping people plan for their financial futures, he enjoys spending time with his wife Dana and son Callum, hitting the gym, playing golf, setting Peleton records, and trying out new breweries.
Cade McDonald
Originally from Mont Belvieu, TX, Cade McDonald serves as Manager of Client Strategies focusing on Operations, Research, Risk Management, and Portfolio Design. He began his career with Equitable Advisors in 2015 after Graduating from Texas State with a BBA in Finance before joining Capitalwise in 2020 to help lead the team as a research and portfolio design professional. When he's not busy crafting meticulous investments, he enjoys spending time with his wife, Ashley, son Boone, and daughter Rory. In addition, Cade also enjoys golfing, hiking, biking, motorcycles, and exploring new destinations.
Ryan Oujesky
Born in Houston and raised in Sugarland, TX, before attending the University of Texas to receive his BA in Economics, Ryan Oujesky works as a Financial Consultant at Capitalwise, focusing on Qualified Plans and Private Wealth Management. In addition, Ryan has served as an Equitable Advisors Financial Professional for three years and enjoys helping clients figure out their financial goals while meeting new people and building genuine relationships. Outside of the daily Capitalwise grind, Ryan enjoys spending time with his wife, Hannah, and their golden retriever, golfing, trying new restaurants, enjoying the outdoors, and of course, watching any Houston sports team win.
Brian Eckhoff
Brian Eckhoff is a financial advisor with Capitalwise, originally from Bay City, Texas. After graduating from Sam Houston State with two bachelor's degrees in both Management and Banking & Financial Institutions, Brian relocated to Houston to begin his career with Equitable Advisors in 2012. Since then, Brian's primary focus has been helping clients with financial planning using his extensive experience to provide them with the guidance they need for making sound investment decisions. In Brian's spare time, he enjoys sporting events with family, fishing trips with friends, golfing, and finding new running trails throughout the Houston area.
Stephen Johnson
Stephen is a dedicated Financial Consultant at Capitalwise focusing on Qualified Plans, high-net-worth planning, business strategy, and wealth management. As a proud Sam Houston State alumni with degrees in both Bachelor and Master of Science, Stephen's journey encompasses commendable military service as a Marine sniper, receiving a Purple Heart, and a significant tenure in law enforcement. His transition to financial planning began in 2016, focusing on working with high-net-worth clientele and local businesses. When not immersed in his professional role, Stephen is an avid woodworker, marathon runner, and a devoted supporter of his daughters' volleyball endeavors.
Bridgette Bowers
Bridgette Bowers has served as an Client Relations Manager with the Capitalwise group since 2014 as a highly motivated individual with a creative and competitive personality. With her extensive background in customer service, Bridgette's passion for providing top-tier client relations and communication talent makes her an exceptional member of the Capitalwise team. When she's not busy collaborating with clients and team members, Bridgette stays active volunteering with animals, walking dogs, hiking with friends, or enjoying tennis, baseball, concerts, cooking, photography, and traveling to new destinations.
Kyle McDonald
Kyle McDonald is a native of Houston, Texas, and an Associate of Client Strategies for Capitalwise. Kyle's computer science background and experience providing customer support within the financial services industry, including three years with Equitable Advisors, make him a valuable member of the Capitalwise team. In addition, Kyle is known for his work ethic and dedication, and he takes pride in being an integral part of any team. Outside the digital realm, you can find Kyle spending time with friends and family in the great outdoors, traveling across the country on his motorcycle, or indulging in his love for reading, motorsports, fitness, golf, and swimming.
Elena Denison
Elena Denison brings a unique perspective to the Capitalwise team as a dynamic Client Services Associate with a law enforcement and legal work background. As a proud Houston native who studied international business at Houston Community College, Elena firmly believes in the power of financial knowledge with a constant focus on personal development. Being an avid mystery movie and book enthusiast, Elena's passion for problem-solving shines through in her meticulous client service. In her free time, Elena looks forward to yearly family vacations and embarking on new adventures.
