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Our People

Client Solutions

CAPTRUST’s Client Solutions Group is responsible for supporting our advisors in the daily servicing of our clients in the areas of plan design, compliance matters, vendor management, fiduciary process best practices, and employee engagement.

Advisor

Nick DeCenso, CFP®

Senior Manager,
Wealth Planning & Investments

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Advisor

Karen Denise

Senior Director
Head, Wealth Client Service

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Advisor

Lori Dillingham, QKA, QPA

Director,
Retirement Plan Operations

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Advisor

Jennifer Doss, ARPS

Director,
Defined Contribution Practice Leader

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Advisor

Allison Hubbell

Client Relationship Manager,
Wealth Client Service

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Advisor

Rita Kiesler, ARPS

Senior Manager,
Institutional Client Service and Operations

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Advisor

Phyllis Klein, CFPA, PRP

Senior Director,
Retirement Services

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Advisor

John Leissner, ARPS, CFS®

Senior Director,
Head, Institutional Client Service and Operations

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Advisor

Scott T. Matheson, CFA, CPA

Managing Director,
Head of Client Solutions

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Advisor

Nick Paleocrassas, CLU®

Senior Manager,
Nonqualified Executive Benefits

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Advisor

Jason Stephens, ARPS, CIMA®, CFS®

Senior Director,
Nonqualified Executive Benefits Practice Lead

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Advisor

Grant Verhaeghe

Senior Director,
Asset/Liability Practice Leader

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