Indianapolis, IN
CAPTRUST’s Indianapolis financial advisors specialize in providing comprehensive wealth management and tax services to high-net-worth individuals, business owners, and families.
Individuals & Families
Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.
CAPTRUST
Indianapolis Financial Advisors
Our Indianapolis team of financial planners provides holistic wealth management, investment advice, financial planning, and tax services for individuals, couples, families, small business owners, and more.
Our Team
Charlsie Ashlock
Senior Consultant | Relationship Manager
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Casey Bollock
Senior Consultant | Relationship Manager
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Mariah Day
Senior Associate | Relationship Manager
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Mark DePrez
Senior Consultant | Relationship Manager
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Maureen Goodman
Senior Associate | Relationship Manager
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Culture is the foundation of our success. It’s about more than just business; it’s about creating a positive, ethical environment where every employee has a stake in our collective future.