Ronald J. Rich
Ron earned his B.S in accounting from Indiana University. His career in public accounting began in 1980, followed by four years working as a controller and then treasurer of a public company. Since 1987, Ron has been working in the financial services profession, and he became a fee-only advisor in 1993. Over the course of his career, Ron has earned and held the following titles and designations: Certified Public Accountant (CPA®), Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter (CLU®). He and his wife Judy are lifetime residents of central Indiana and have three children and one grandchild.
Thomas M. Steinmetz CFP®
Tom was a founding partner of Capstone Wealth Advisors in 2002, assisting Ron with the set up, organization and implementation of the firm’s original business plan. He became a full-time advisor and principal of the firm in 2007.
Tom has long had a passion for finances and financial planning and brings a wealth of financial acumen and business expertise to the team. After earning a B.S. in accounting from Indiana University in 1980, Tom worked in public accounting for eight years, working primarily with small to midsized businesses and their owners. For the next nineteen years, Tom enjoyed a successful career in medical practice management where he worked with several of the most prominent physicians and physician practices in the Indianapolis area. Tom and his wife, Debbie, reside in Indianapolis and are the proud parents of three children and five grandchildren.
Teresa L. Barthuly
Teresa joined Capstone Wealth Advisors in 2008 after a successful career in sales and marketing at ALCOA and General Medical Corporation. In her role as our administrator, she is responsible for managing the group’s day-to-day operations, including vital activities such as marketing and client relations, overseeing compliance and custodian relationships, managing accounts and investment transactions for our clients, and ensuring timely client communication via our quarterly newsletter and other vehicles. Teresa is also a registered Investment Advisor Representative and enjoys assisting clients in planning and investing to meet their goals.
In her spare time Teresa is involved in and enjoys teaching Sunday school, tutoring, mentoring, reading, boating, hiking and other activities with her family and friends. She and her husband, Matt, reside in Carmel, IN and have three married children and two grandchildren.
Jacob C. Rich CFP®
Jacob joined Capstone at the beginning of 2020 and is dedicated to serving his clients by putting their best interest first as an independent fee only financial advisor.
Jacob earned his B.S in Kinesiology from Indiana University in 2011. While at IU he competed collegiately in both cross country and track and field, earning Academic All-Big Ten every season. Jacob worked successfully in sales and management positions in various industries since graduating and then joined Merrill Lynch as a financial advisor in 2017. There he discovered his passion was helping others manage their personal finances. Jacob has earned and holds the designation of CERTIFIED FINANCIAL PLANNER™.
In his spare time, Jacob is a volunteer coach for cross country at Brebeuf Jesuit Preparatory School, enjoys golfing and is an avid runner. He and his wife, Heather, are lifetime residents of central Indiana, currently residing in Carmel, and have two fun-loving Dachshunds named Molly and Benny.