1 week ago
Planned Giving Strategies for Individuals
Planned giving, also known as gift planning or legacy giving,...
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Chesterton, IN
3100 Village Pt
#200
Chesterton,
IN
46304
Phone: 219.926.1182
Mon–Fri, 7:30 am–4:30 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
Our Team
CAPTRUST’s Chesterton-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
Aaron Adcock, CWS©
Vice President,
Financial Advisor
Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®
Principal,
Financial Advisor
Edward A. Cheatham, RICP®, CFP®
Vice President,
Financial Advisor
Michael DeLeon, AIF®, C(k)P®, CWS®
Financial Advisor,
Relationship Manager
Craig Draper, JD
Vice President,
Financial Advisor
Chris Frain, C(k)P®, CRPS®, CWS®
Financial Advisor,
Relationship Manager
Kirk Futrell, CWS®
Financial Advisor,
Relationship Manager
Cory Helmbrecht, CWS®
Financial Advisor,
Relationship Manager
Kris Hornyak, CWS®
Financial Advisor,
Relationship Manager
Chip Mang, CFP®, CWS®
Principal,
Financial Advisor
Megan Marshall
Financial Advisor,
Relationship Manager
John Masterson, AIF®, C(k)P®, QPFC®
Vice President,
Financial Advisor
Tom Muldowney, C(k)P©
Vice President,
Financial Advisor
Mindy Reineke, RICP®
Senior Consultant,
Relationship Manager
Timothy D. Rice, AIF®, C(k)P®, CWS®
Principal,
Financial Advisor
Kelly Shikany, CFP®, CDFA™
Vice President,
Financial Advisor
Timothy J. VerSchure, AIF©, C(k)P©, CWS©
Principal,
Financial Advisor
Chris Ylo, AIF®, C(k)P®
Financial Advisor,
Relationship Manager
News & Resources
Wealth Management
Announcements
1 month ago
CAPTRUST Named on NAPA Women Advisors List
Thirteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors...
Resources
1 month ago
Market Update | October 2022
Coming into 2022, investors had enjoyed three years of terrific...
Resources
1 month ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
