Retirement Plan Advisory Clarkston MI

Address

8031 M-15 #200
Clarkston, MI 48348

Contact

Phone: 248.620.8100

Who We Serve

Endowments & Foundations Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

See Nearby Locations

Southfield, MI

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Clarkston

We’re committed to providing each of our clients with fiduciary services they can trust. Our advisors are empowered to establish deep client relationships and identify investment opportunities for your financial wellness. Seek guidance from your local CAPTRUST team and receive support towards achieving objectives unique to your needs.

Our Team

Lori Dillingham

Senior Director,
Vendor Analysis

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Mary Earls

Senior Director,
Finance

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Kyle Heppner

Financial Advisor,
CAPTRUST at Work

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Kim Huppertz

Vice President,
Financial Advisor

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Casey Pogodzinski

Senior Vice President,
Financial Advisor

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My focus when working with any client is to understand their needs and wants. This may seem simplistic at first, but when you’re dealing with the complexity of a retirement plan, it’s easy to lose sight of the people you are impacting. Every plan design or investment decision must be made with real people’s best interests in mind.

Casey Pogodzinski