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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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