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Kansas City, Missouri

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4435 Main Street #650
Kansas City, Missouri 64111

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Phone: 816.753.5100

Mon–Fri, 8:30 am–5:00 pm

Wealth Management
Institutional Retirement
Endowments & Foundations

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.

Our Team

CAPTRUST’s Kansas City-based advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Advisor

Sidni Dohm, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Laura Greenbaum

Financial Advisor,
Relationship Manager

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Advisor

Clay Hartman

Senior Vice President,
Financial Advisor

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Advisor

Blaise Heckman, CFP®, AEP®

Financial Advisor,
Relationship Manager

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Advisor

Mark Howe, CFP®

Financial Advisor,
Relationship Manager

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Advisor

Troy Kerr

Senior Vice President,
Financial Advisor

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Advisor

Deann Mitchell, CFP®, CDFA

Vice President,
Financial Advisor

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Advisor

Matthew C. Taylor

Senior Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Kansas City, MO

4435 Main Street #650
Kansas City, Missouri 64111
Phone 816.753.5100
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