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.