"Great vision without great people is irrelevant."
-Jim Collins, Author Good To Great
At Ranch Cap we've assembled a group of the most attentive and brightest financial planners and investment professionals. We are true believers in the "team-approach" to ensure our clients collectively receive the very best from our firm. We conduct ourselves with the highest level of professionalism and in a God-honoring manner.
Gregg Pacitti CFP®
President / CEO
Elissa Lovell CFP®
Chief Operating Officer
Financial Advisor / Coach
Rigley "The Rally Dog"
Stock Market Enthusiast / RC Mascot
Chief Investment Officer
Client Relationship &
It can be challenging to differentiate one advisory firm from the next. Besides having great people involved, our approach to handling money differs from the average firm.
Multi-professional team assigned per client
In-house portfolio management
Employees / partners invest in same models offered to clients
Financial planning included in bundled fee
Multiple independent research sources
Original created content for blogs and videos
No extra third-party investment manager fees
Low-cost ETF's and individual securities utilized in our investment models
Tax implications prioritized
God Honoring values
"Serve others" family first culture
Percentage of firm revenue and time dedicated to charity and ministry