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Clarkston, MI

Address

8031 M-15 #200
Clarkston, MI 48348

Directions

Contact

Phone: 248.620.8100

Hours

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

Specialties

Institutional Retirement
Endowments & Foundations

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Clarkston-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Kyle Heppner

Financial Advisor,
Advice & Wellness

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Casey Pogodzinski

Vice President,
Financial Advisor

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Adam Powell

Financial Advisor,
Advice & Wellness

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Chris Roberts, CFEI

Financial Advisor,
Advice & Wellness

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John Young

Senior Vice President,
Financial Advisor

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News & Resources

Resources

1 month ago

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge...

Resources

2 months ago

Market Update | April 2023

Despite dramatic headlines this quarter, markets have delivered modest results....

Announcements

2 months ago

31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List

The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...

Announcements

3 months ago

Five College Students Awarded CAPTRUST Scholarship

CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...

View All News and Resources

Contact Us

How can we help?

Clarkston, MI

8031 M-15 #200

Clarkston, MI 48348

Phone 248.620.8100

Map | Directions