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The AmeriFlex Group Welcomes Jacob Reid and Capital Insight Financial Partners

The AmeriFlex Group®, a rapidly evolving hybrid Registered Investment Advisor (RIA) known for prioritizing financial planning, has officially welcomed Jacob Reid and his team from Capital Insight Financial Group. This move, effective September 29, 2025, strengthens the firm’s commitment to fostering an advisor-led environment that promotes flexibility and tailored support for financial professionals.

Jacob Reid and his four-member team have joined AmeriFlex after transitioning from Osaic, solidifying a partnership that embodies the core values of independence and advisory ownership. Thomas Goodson, CEO and Founder of The AmeriFlex Group, emphasized the significance of this addition, stating, “The AmeriFlex Group is an advisor-owned firm where like-minded professionals can thrive. Jacob and his team represent a remarkable fit for our group, and we are thrilled to support their journey as they grow.”

Located in Livermore, California, Capital Insight Financial Group focuses on transitional wealth planning, catering to individual investors with specialized financial strategies and investment approaches. Additionally, they assist business owners with qualified plans and provide support for individuals navigating significant life transitions. Currently managing approximately $354 million in client assets, Reid's team brings a wealth of experience to the AmeriFlex network.

Reid expressed his enthusiasm for the cooperative culture at The AmeriFlex Group, noting that, “As I considered the next phase of my career, I knew I needed to partner with a firm that valued my expertise. Working alongside Tom and the leadership team made it clear they offer the right amount of support and freedom for my team to grow.”

The partnership signifies AmeriFlex Group's ongoing momentum, particularly after their recent shift to Cambridge Investment Research as their broker-dealer partner. Jesse Kurrasch, the firm’s Chief Operating Officer, articulated how this transition enhances the capabilities of their financial advisors. “Choosing to collaborate with Cambridge has empowered our team to deliver improved options and streamline recruitment, resulting in several new teams joining us and contributing a combined total of $634 million in client assets,” Kurrasch explained.

Reid’s arrival aligns with AmeriFlex's vision of being recognized as The Home for Hybrids® – an establishment that provides a supportive environment for financial advisors to flourish. Their structure allows for a unique blend of independence while enabling professionals to maintain control over their practices without corporate constraints. It is this combination of autonomy and communal advantage that continues to attract advisors across the financial services landscape.

AmeriFlex Group characterizes itself as BD/RIA Transitional Wealth Planners™, indicative of their commitment to customized advisory services. They’ve positioned themselves as a modern financial services provider that not only values comprehensive planning but also seeks to adapt alongside the evolving industry landscape.

The commitment to enhancing the advisory experience through strategic partnerships exemplifies how AmeriFlex is dedicated to robust service offerings and ensuring their advisors can meet diverse client needs effectively. As new talent like Jacob Reid joins the fold, it resonates with the firm's trajectory of growth and dedication to client service.

As The AmeriFlex Group continues to expand its footprint, the inclusion of skilled teams such as Reid’s is a clear indication of their dedication to empowering financial professionals. Pursuing flexible solutions while providing expert financial guidance is at the core of their evolving narrative, promising a fruitful alliance as they move into the future.

For more information, visit The AmeriFlex Group.