Your Partners in Prosperity

Our strength is our people, and they’re here to serve you. As a CapTrust client, you’ll be sharing your perspective and goals with them — it’s only fair that they do the same. Click the portraits below to learn more about each team member’s experience and get a taste of their personality.

Our advisors are looking forward to meeting you and discussing your best future.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” “CPWA,” and “Certified Investment Management Analyst” and “Certified Private Wealth Advisor.”  Use of CIMA, CPWA and/or Certified Investment Management Analyst and/or Certified Private Wealth Advisor” signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for certification.

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