2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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Kansas City, Missouri
4435 Main Street #650
Kansas City,
Missouri
64111
Phone: 816.753.5100
Mon–Fri, 8:30 am–5:00 pm
Wealth Management
Institutional Retirement
Endowments & Foundations
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.
Nick Blasi
Managing Principal
Sarah Cathey, AIF®
Vice President,
Financial Advisor
Sidni Dohm, CFP®
Financial Advisor,
Relationship Manager
Laura Greenbaum
Financial Advisor,
Relationship Manager
Clay Hartman
Senior Vice President,
Financial Advisor
Blaise Heckman, CFP®, AEP®
Financial Advisor,
Relationship Manager
Mark Howe, CFP®
Financial Advisor,
Relationship Manager
Doug Jenkins, CFP®, CRPC®
Vice President,
Financial Advisor
Troy Kerr
Senior Vice President,
Financial Advisor
Deann Mitchell, CFP®, CDFA
Vice President,
Financial Advisor
Matthew C. Taylor
Senior Vice President,
Financial Advisor
News & Resources
Announcements
Wealth Management
2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
