Our Story

At Capital Preservation Group, we understand that financial decisions are rarely just about numbers. They're about timing, responsibility, family, and making the right choice—not just today, but years from now.

We work with individuals and families who are thinking ahead.
People who want to protect what they’ve built, make thoughtful decisions, and feel confident about the direction they’re choosing.

Our approach is simple by design. We take the time to listen and explain options clearly.  Some conversations are short. Others unfold over time. We value both.

Capital Preservation Group was built on the belief that trust is earned through consistency, transparency, and follow through. That means being available, answering questions, and helping clients understand not just what they’re choosing, but why.

We’re thorough and deeply invested in getting things right for you. We look forward to meeting you.

–The Capital Preservation Group

Chip
Mark
Camille

Chip Doss — Founder & Principal

Chip has spent more than 30 years in this work because he believes families deserve to be genuinely protected — not just sold something and sent home. He built Capital Preservation Group around a simple conviction: that the people sitting across from him should leave with a plan that actually works, language they understand, and someone they can call when life changes. That standard has not shifted in three decades.

Mark Galvin — Estate Planning & Financial Advisor

Mark spent his career as a marketing strategist working at the intersection of data, technology, and people — translating complex information so everyone in the room could understand it and act on it. He brings that same instinct to Capital Preservation Group, guiding clients through the trust creation process, property recording, and seminar presentations. When the details matter, Mark is the one making sure nothing gets lost between the conversation and the paperwork.

Camille Gonzalez — Client Relations

Camille has spent the last 37 years as a flight attendant, which means she has managed every kind of person in every kind of situation and nothing rattles her. Camille is the one who keeps everyone moving. With 37 years in a career that runs on precision, energy, she is the force that makes sure clients are taken care of and the office runs the way it should. You will know her the moment you meet her.

Not every conversation requires a visit. We’re happy to connect by phone or video when it’s more convenient

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Phone & Virtual Conversations

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Upcoming
Seminars

Our seminars are designed to walk through important topics in plain language and give people a chance to ask questions and understand their options.

Educational Seminars

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Meeting

Some conversations are best had face to face. We welcome clients into our office for focused, unhurried discussions where questions are encouraged and details matter.

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Working With Us