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13961 South Minuteman Dr #300
Draper, UT 84020

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Phone: 801.984.8000

Mon–Fri, 8:00 am–5:00 pm

Wealth Management

Introduction

For wealth management clients, CAPTRUST offers a best-in-class experience, thanks to the firm’s centralized model, which is supported by highly specialized talent with deep expertise. Tune in to see the suite of resources CAPTRUST’s wealth advisors have available to them—from industry-leading cybersecurity and centralized trading to performance reporting tools and wealth planning technology like WealthView.

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Our Team

CAPTRUST’s Draper-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families as well as design and implementation of comprehensive financial plans, estate plans, and investment and insurance portfolios.

Advisor

Brodie Barnes, ChFC®, CFP®

Principal,
Financial Advisor

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Advisor

Christopher Jeppson, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Brett Johnson, ChFC®

Financial Advisor,
Relationship Manager

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Advisor

Kaylie Tomadakis, CFP®

Financial Advisor,
Relationship Manager

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Contact Us

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Draper, UT

13961 South Minuteman Dr
#300
Draper, UT 84020