Company Bio's

John E. Girouard
Founder, Chief Story Teller
john.girouard@independenceinstitute.com

John E. Girouard is founder and president of CAPITAL Asset Management Group of Bethesda, Maryland, formed in 1984 to provide average investors with the same professionalism, expertise, and freedom from conflict of interests enjoyed by the wealthy and corporations. The company currently manages assets of more than $180 million with a team of professionals serving more than 3,500 clients.

Girouard's life mission and the focus of his business has been to educate clients about the inner workings of the financial services industry and to help them avoid the pitfalls and exploit the strategies used by corporations and individuals to create, grow, and protect wealth.

In 2006, Girouard took all of his investment-teaching experience and techniques and put them together under the umbrella of The Institute for Financial Independence, a unique investor-learning-center concept. The first Institute location opened in 2007 in Bethany Beach, Delaware, a community which has attracted a large number of people who are transitioning from their working years to retirement.

He documented his strategies and solutions in his popular 2007 book, "The Ten Truths of Wealth Creation," which explains the concepts and strategies he teaches at The Institute. He has appeared on numerous radio and television programs, and been quoted in print and web articles. He also educates his colleagues, speaking at investment trade events, training professional investment advisors interested in following his independent approach.

Michael Loftus
Head of Distribution and Marketing
michael.loftus@independenceinstitute.com

Michael Loftus is a seasoned and well tested professional with 25 years of business experience and know how with 14 of those years focused on the Financial Services Industry.  Michael has held senior level positions involving sales, marketing, and product development for multibillion-dollar financial institutions. While in his corporate career Michael had attended several business coaching programs, including Strategic Coach, Goldman Sachs and the Fuqua School of business at Duke University.  From these experiences he co-authored a coaching program titled, “YouNique Excellarator”.

After leaving the Institutional side of the business he started Loftus Wealth Strategies in 2008, which is located in Millville, DE. He currently works with both individuals and small business, helping them achieve both their short and long term financial goals.

Mr. Loftus has been working with the Institute for Financial Independence since 2009 and has taken on the role of Head of Distribution and Marketing in December 2011. 

Mr. Loftus is a graduate of Villanova University and has his series 7, 66,63, 26 and Life and Health Licenses. Michael, his wife Stacie and 3 children reside in Bethany Beach, DE.


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