Meet Our Team
We have strategic partnerships to ensure our clients receive well-rounded guidance across critical disciplines — tax, estate, and financial planning.
Meet Ron Sieber
Founder, Principal Advisor
Ron Sieber is recognized for his integrity and expertise in holistic financial planning. As an independent advisor, he maintains a client-first philosophy grounded in transparency and fiduciary responsibility. His advisory approach emphasizes disciplined strategy, risk management, and long-term financial stability rather than short-term market speculation.
He works closely with clients to develop customized strategies aligned with their goals and risk considerations, providing clarity and structure for complex financial decisions.
Ron specializes in tax-aware retirement income and distribution planning, alongside health and life insurance solutions — ensuring financial decisions function cohesively within a broader plan. He is known for his structured decision-making process and his focus on strengthening financial positions through strategies designed to enhance resilience, reduce uncertainty, and promote sustainable outcomes.
Meet Tim Fogarty
Taxes & Bookkeeping
Tim’s rich background uniquely equips him to understand and address your business challenges. With over 30 years in retail management and nearly two decades of tax and bookkeeping experience, Tim’s expertise is unmatched.
Tim holds a Bachelor’s degree in Business Administration with a major in Finance from the University of Florida, class of 1988. Tim’s extensive experience and education make him well-equipped to handle the complexities of the financial world.
Meet Josh Aronoff, Esq. &
Michael Moritz, Esq.
Estate Attorneys
Josh Aronoff and Michael Moritz are estate planning attorneys who met at Duke Law School and went on to practice at some of the nation’s most respected law firms. Their work is shaped by both high-level legal experience and personal insight into the complexities families face when settling estates.
They are the co-founders of Herbie, a modern estate planning platform designed to make the process more accessible, intuitive, and thoughtfully structured—helping families plan ahead and reduce the burden during difficult times.
While each professional operates independently within their own area of expertise, we believe meaningful collaboration leads to more thoughtful, coordinated planning for the families we serve. Our strategic partnerships with other professionals reaches beyond those seen above, and we always seek to form new partnerships to increase our ability to bring a new depth the the idea of "holistic financial planning".
Capital Guaranty Advisors helps individuals achieve a secure financial future through trusted experience and personalized financial guidance.
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