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About Us

More than just a client to us.&#160;<br/>We are a partner in working toward your success.

More than just a client to us. 
We are a partner in working toward your success.

At Courser Capital Management, LLC, we approach working with clients in a way that sets us apart. We use a two-pronged approach to combine a defined path to work toward your goals with a rigorous investment process. All too often we encounter clients who work with advisors that only think about “the plan” but neglect the portfolio, or brokers who focus on markets at the expense of connecting client capital with their unique situation. At Courser Capital Management, LLC, clients don’t have to sacrifice planning for investment performance, or visa-versa.

Our Approach

Prong 1 – Chart the course

Knowing where you’re going and how you plan to get there is vitally important. Establishing a financial plan that provides clear, quantifiable goals is a fundamental element for pursuing financial independence, and our job is to provide those plans for clients.

Prong 2 – Putting capital to work

Portfolios are where the rubber meets the road with having your money working hard, while not taking undue risk. We dedicate enormous amounts of time, energy, and resources to building and managing portfolios to optimize them for performance and risk characteristics. We understand that the most effective financial plan is useless if a portfolio doesn’t generate sufficient returns, which is why we take the investment process so seriously.

The long-view and the grind

Establishing a financial plan is a critical step in the process we undertake with clients. Once a financial plan is established, it is revisited regularly and updated as needed when circumstances change.


Investments require an ongoing focus and demand constant attention. We are dedicated to keeping long-term plans in context while paying close attention to portfolios, the markets and the economy.

Navigating Your Financial Journey

In keeping with our commitment to open communication and honest advice that goes beyond stocks and bonds, the confidentiality of our clients is a top priority. We understand that engaging in the discovery process with us involves sensitive, deeply personal information, and we have an unwavering commitment to your privacy.

Step 1 | Introductions

Step 1 | Introductions

How Do I Get Started?

In our initial meeting, we get to know you, and you get to know us. We review our process, answer any questions you have, and we determine if working together is likely to be a good fit for you and the Courser Capital Management, LLC Team.

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Step 2 | Discovery

Step 2 | Discovery

How Do I Get Started?

To provide you with the most comprehensive advice possible, we seek to understand you both financially and as a unique person or family. Our Discovery meeting involves gathering information about you, your plans, resources, and the unique dynamics that influence your life and aspirations.

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Step 3 | The Confluence

Step 3 | The Confluence

How Do I Get Started?

The Confluence stage of the engagement process is where your circumstances and goals intersect with our analysis and advice. We combine sophisticated forecasting and planning methods with carefully designed investment strategies to chart a course for your financial well-being.

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Step 4 | The Journey

Step 4 | The Journey

How Do I Get Started?

Our commitment to you doesn’t stop after investing your capital. We provide ongoing advice to you on a regular basis by reviewing your plan and portfolio, and we’re also available as needed in-between our scheduled meetings. We know there are two certainties in working with you: 1) things in your life will change; and, 2) the world around us will change. Ensuring your resources are synchronized with your needs and the conditions we face is a journey we’re on together.

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Meet Your Team

Joseph Myer

Joseph F. Myer CFP®

President, Chief Investment Officer

571-351-2291

joseph.myer@coursercapital.com

Joe spent over twenty years at two major Wall Street firms before founding Courser Capital Management, LLC. From the very beginning of his career, Joe envisioned his benchmark with clients to be in their top five important (non-family)...
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David Meier

David Meier

Vice President, CIO Services Consultant

In his role as an OCIO Services Consultant at LPL Financial, David supports Courser Capital Management as the Chief Investment Officer where he provides economic insights and deep experience in the development of Courser’s investment...
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Sonia Barnes

Sonia G. Barnes

Director of Client Services

571-351-6879

sonia.barnes@coursercapital.com

Sonia joined Courser Capital Management, LLC as Director of Client Services. In this role, Sonia will be an important resource to ensure clients have an exceptional experience.Prior to joining Courser Capital, Sonia played key roles at...
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Kaitlyn Staudt

Kaitlyn Staudt

Client Relationship Manager

Kaitlyn has over 10 years experience in client servicing, gaining account management experience at LPL Financial, TEKSystems, and CE Solutions. Kaitlyn’s technical knowledge positions her as a skilled specialist in the implementation...
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Sanjana Sudhir

Sanjana Sudhir

Senior Analyst

Sanjana has over 5 years of experience in the financial services industry, gaining investment consulting experience at LPL Financial and LPL Research. Sanjana’s technical knowledge positions her as a skilled specialist in the...
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Take the Reins of Your Financial Future.

Take charge of your financial future with confidence—empower yourself to make informed, strategic decisions that work toward building security and freedom. We can help.

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