Meet the Team


Jamie M. Powell, CFP® is originally from South Bend, Indiana and is a 1981 graduate of Indiana University-Bloomington. She has a Bachelor of Science in Marketing/Advertising. After spending six years as a sales manager in the trucking industry, she joined Financial Care Corporation. She completed the Certified Financial Planner Professional Education Program in 1991 and is fully licensed to provide knowledgeable advice regarding securities and insurance needs. In 1988 Jamie began working as a sole proprietor and is currently doing business as Capital Advisory Services, LLC. She is a Certified Financial Planning Practitioner and a Financial Representative.

Jamie and her husband, Jan, have been married 41 years and have three children, Adam, Alexandra and Zachary, 30, 25 and 23 years old, respectively. Adam graduated from Northern Kentucky University with an undergrated degree in Athletic Training and a Masters in Exercise Science. Adam is currently working at CAS, LLC.  Alex is a 2020 graduate of  the University of Dayton and a 2022 graduate of Xavier University's Excellerated Nursing Program. She is currently a Cardio-Intensive Care Nurse at the University of Cincinnati Hospital. Zach finshied his undergraduate degree in Political Science and Economics at the University at Albany and is currently in his 2nd year of law school at Indiana University-Bloomington.  Both Alex and Zach are engaged to married in the next 18 months so the Powell Family is definitely in growth mode. They also continue to actively support the Rare Disease Family Foundation, a non-profit organization founded by their daughter Alex which supports children and young adults and their families living with a rare disease.


David P. Leisring was born in Cincinnati, Ohio and graduated Cum Laude from the University of Dayton in 2019 with a Bachelor of Science in Finance, a minor in accounting, and a specialization in Investment Management. David is a Licensed Financial Professional, Investment Advisor Representative. Prior to joining Capital Advisory Services, LLC, David worked for GE Aviation Finance for 4 years. There, he graduated from their Financial Management Program, a rigorous 2-year program with 4 rotations in financial management on top of internal classwork and testing. Some of the duties David held at GE Aviation Finance include building cash flow analyses and deal valuation. David also acquired his Series 7 Security License and Ohio Life & Health Insurance license in 2023. He has been a Registered Representative and Investment Advisor Representative since 2023.

David grew up on the west side of town, attended St. Xavier High School, and played football and lacrosse. Some hobbies outside the office include skiing and reading. In May 2024, David will get married to Alex, his college sweetheart. David has two siblings: Kathleen, Engineering Project Manager for Abbott Pharmaceuticals and Philip, Customer Support Manager for GE Aerospace. David currently resides in Oakley, but plans to move to West Chester in the near future.


Mark J. Ertel is originally from Kentucky and is a 1971 graduate of Ohio State University, Columbus, OH. After 21 years managing sales and service employees in the machine tool and diagnostic imaging equipment throughout the U.S., Mark joined AXA Advisors/Equitable in 1992.  He received his insurance license in 1983, has been a Chartered Financial Consultant since 2003 and a Chartered Life Underwriter since 2004.  Mark received his security licenses in 1993 and has been licensed as an Financial  Professional since 1999.  Mark received his Securities Principal license in 2001 and his Municipal Securities Principal license in 2006. Mark officially retired from the securities industry at the end of 2023 but has maintained his insurance designations.

Mark has managed offices and investment advisors for AXA in Cincinnati and Dayton, OH.  He was awarded the title of Retirement Planning Specialist after completion of a course of study at The Wharton School of Business at the University of Pennsylvania.

As an Insurance Speialist, Mark provides a complete array of insurance planning and product for our clients.  Mark is a guest lecturer on Financial Planning, Investment, Debt and Retirement Planning for the Medical Resident program at the University of Cincinnati School of Medicine.  Mark has been a part of the CAS, LLC family since 2013.