Serving the Financial Priorities of Leawood’s Leaders and Legacy Builders

Leawood is home to driven professionals, thriving businesses, and mission-focused nonprofits—all with complex financial needs and long-term goals. At CAPTRUST Leawood, we provide more than investment advice; we serve as partners in progress. Whether helping a family steward generational wealth, guiding a foundation toward stronger impact, or refining a company’s retirement strategy, our advisors deliver solutions shaped by insight, integrity, and experience. With a planning approach that’s both strategic and flexible, we empower our clients to grow with confidence—through every stage of life and market change.

Endowment & Foundation Leaders
Individuals & Families
Retirement Plan Sponsors

Endowment & Foundation Leaders

In Leawood, our advisors collaborate with nonprofit organizations to strengthen mission-driven outcomes through OCIO support, performance reporting, donor stewardship consulting, and investment oversight tailored to foundation and endowment goals.

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Individuals & Families

From multigenerational wealth strategies to custom investment plans, our Leawood-based team helps individuals and families navigate complex financial landscapes with clarity, care, and long-term vision.

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Retirement Plan Sponsors

Our advisors work with local businesses to enhance their retirement offerings through tailored 3(21) and 3(38) fiduciary guidance, OCIO solutions, employee education, and plan optimization strategies that align with organizational goals.

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CAPTRUST
Leawood

Our national footprint empowers each of our advisors to bring deep expertise to every client experience. With a values-based approach, our advisors provide objective investment support and guidance that best support your goals. Contact your local office to see the suite of resources our wealth advisors have at their fingertips.

Our Team

Nick Blasi

Principal

Sarah Cathey

Vice President,
Financial Advisor

Sidni Dohm

Financial Advisor,
Relationship Manager

David Enenbach

Senior Vice President | Financial Advisor

Blake Greenfield

Financial Advisor | Relationship Management

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It is our job to serve as our clients’ personal CFOs, providing them with the tools and scenarios that can help them make the most informed decisions about their financial future. Planning is not static; it is always evolving. As such, we aim to build the strongest wealth and planning foundation for our clients upfront, so we are prepared to modify quickly when life happens.
Nick Blasi

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.