Our Team
Cap Clegg
Juris Doctor, Chartered Life Underwriter, Chartered Financial Consultant, CERTIFIED FINANCIAL PLANNER® professional
cap@columbusfinancialconcepts.com
Professional Specialties:
Financial Planning
Investment Management
Estate Planning
Retirement Plans
College Funding Planning
Retirement Planning
Mutual Funds
Life/Disability Insurance
Pension Plan Rollovers
Long-Term Care
Qualifications:
Doctor of Law, Ohio Northern University Law School
Rocky Mountain College, Billings, Montana
Hope College, Holland, Michigan
Chartered Financial Consultant® (ChFC®), American College
Chartered Life Underwriter® (CLU®), American College
Certified in Long-Term Care (CLTC)
Founded Columbus Financial Concepts, May 1985
Member:
Society of Financial Service Professionals
Financial Planning Association
Worthington Estate Planning Council
Personal:
Born: Sault Ste. Marie, Michigan, 1954
Member:
Scioto Valley Rugby Football Club –Old Boy
Wedgewood Golf Club
Dublin A.M. Rotary Club-President, 2004-2005
Dublin A.M. Rotary Charitable Foundation –President 2013-2014
Dublin Chamber of Commerce
Leadership Dublin-Class of ‘99–President, 2008-2009 - Shillelagh Award Winner 2010 Dublin Businessperson of the Year - 2005
Dublin Grand Leprechaun 2013
Dublin Foundation, Board of Governors 2007- 2015 - President 2013 - 2015
Vista Community Church
Interests:
Golf, reading, Horizon Prison Ministry, community volunteer
Philosophy:
“God has given me the talent to help people plan and achieve their financial goals. My objective is to use these talents to benefit clients as much as possible.”
Beverly Alston
Director of First Impressions
614.336.3076
bev@columbusfinancialconcepts.com
Bev is Columbus Financial Concepts’ director of first impressions. Her background in client services will provide you with excellent customer support.
Bev is a native of Columbus, Ohio. She has decades of training as a legal assistant, garnering diverse experiences from different practice groups. That environment has lent itself to transitions into healthcare and now the financial community. Outside of work, Bev enjoys the teachings of Neil deGrasse Tyson and spending family time trying viral recipes, herb gardening, visiting our Columbus Metro Parks and volunteering for the Special Olympics.