Our Qualifications

CAP, founded in December 1986, is a small, independent, client-oriented firm that has access to an extensive menu of investment products and services through Third-Party Investment Managers and through a Broker Dealer arrangement with Grove Point Investments, LLC. CAP sold its tax business in 2005, but continues to incorporate tax planning into our services.

CAP staff networks with other financial services professionals, attorneys and accountants throughout the year and CAP clients benefit from this professional exchange. 

Continuing education and in-service training for our staff is an integral part of the CAP effort to provide and maintain the highest quality of service and expertise to CAP clients. CAP uses education, experience, technology and professional affiliations to provide our clients with access to sophisticated money management alternatives, daily portfolio tracking and web access to account statements, worldwide communications and expertise in financial planning.

Our advice and recommendations are a joint collaboration behind the scenes between both Natasha and Connie.

CAP President/Senior Financial Planner, Natasha Cashman, earned a BS in Finance in 2016.  She became a CERTIFIED FINANCIAL PLANNERTM in 2018.  Prior to joining CAP in 2019, she was an Associate Advisor at another Advisory firm.  She is an Investment Adviser Representative, a Series 7 General Securities Representative, Series 63 Uniform Securities Agent and Series 65 Uniform Investment Adviser. She is a member of the Financial Planning Association (FPA) and its local National Capital FPA chapter.  Natasha is committed to meaningful client relationships while minimizing their financial uncertainties

CAP Senior Financial Planner, Constance Dupras, earned a BA in French in 1971. She worked 11 years in Africa as a Peace Corps volunteer/trainer and contractor with the U.S. Agency for International Development.  In 1981, she became a Maryland Certified Public Accountant and now maintains an inactive CPA license.  She became a CERTIFIED FINANCIAL PLANNERTM in 1986 and founded CAP.  She is a Series 7 Registered Representative, Series 63 Uniform Securities Agent and Series 24 Registered Securities Principal. Connie is the former President of CAP and, because she loves what she does, continues to work with CAP as a Registered Assistant and Investment Adviser Representative to help clients achieve financial security. 

CAP Executive Assistant, Tatiana Glennie, earned a BS of Economics in 1989 and a Microsoft Office Training Certificate in 1998.  Prior to joining CAP in 2009, she worked as a Researcher/Strategic Planner, Training Manager/IT specialist, and Finance Integration Manager.  Her extensive knowledge of Database applications has enabled CAP to keep pace with the technology that benefits our clients.  She manages all of CAP's software programs including Redtail, Gateway, NetX360, Investigo, DST Vision, LaserApp and PSISafe (our cloud-based digital filing program).  Tatiana's IT expertise, coupled with her desire to help others, provides clients and staff with solid administrative and technical support.