Decades of trust.
One team.

The investment professionals at Capstone Wealth Management Group have a combined 60+ years of experience building client relationships. Our advisors provide fully developed financial plans — assisting clients as they prepare for retirement, fund education, generate income, and provide for future generations.

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Meet Alfonso

The Team

A Boutique Practice Built on Relationships

With 60 years of combined experience, Capstone is a team of dedicated advisors who know you, your family, and your goals — not a call center or large institution.

Alfonso Rodriguez

Alfonso Rodriguez

Over two decades of integrated wealth and tax strategy for private clients.

CPA

CFP®

RIA

20+ Years

Sarah Mitchell

Senior Wealth Strategist

Sarah specializes in retirement architecture and estate coordination for families.

CFP®

APMA®

15+ Years

David Kowalski

Tax Strategy & Planning

David brings 20 years of tax advisory experience for business owners.

PFS

CPA

20+ Years

Alfonso Rodriguez

Alfonso Rodriguez

Over two decades of integrated wealth and tax strategy for private clients.

CPA

CFP®

RIA

20+ Years

Sarah Mitchell

Senior Wealth Strategist

Sarah specializes in retirement architecture and estate coordination for families.

CFP®

APMA®

15+ Years

David Kowalski

Tax Strategy & Planning

David brings 20 years of tax advisory experience for business owners.

PFS

CPA

20+ Years

Alfonso Saverino

Founder , CPA & Wealth Advisor

Over two decades of integrated wealth and tax strategy for private clients.

CPA

RIA

20+ Years

Amber Dafeldecker

Director of Client Service

Amber Dafeldecker serves as the Director of Client Service at Capstone Wealth Management LLC,

20+ Years

MaryLynn Skarzenski

Wealth Advisor

MaryLynn Skarzenski is a dedicated wealth planner with a passion for helping individuals

FSCP®

ChFC®

Rustam Nurhan

Wealth Advisor

Rustam Nurhan is a highly experienced Wealth Advisor dedicated to helping clients

15+ Years

RIA

Meet the team
in person.

We believe relationships are built face-to-face. Schedule a complimentary consultation at our Dunmore, PA office and experience the Capstone difference firsthand.