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How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At Capital Financial Solutions, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement income and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chris Weimar

Office Manager - Payette



David D. Kluksdal

Financial Advisor



David Kluksdal is co-founder of Capital Financial Solutions, LLC and began his career as a Financial Advisor in the summer of 2004.

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Lisa Fyan

Office Manager - Boise



Mark Rupp, CFP®

Wealth Manager



Mark Rupp, CFP®, joined Capital Financial Solutions, LLC in October of 2010 after working with Minnesota Life and ING Financial Partners.

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Stephen Stech, CFP®

Wealth Advisor



Steve Stech is co-founder and President of Capital Financial Solutions, LLC. As a former Air Force fighter pilot and officer, he learned the qualities you need as your financial advisor – integrity, vision, enthusiasm, dedication...

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