Contact
Phone: 816.753.5100
Hours
Mon–Fri, 8:30 am–5:00 pm
CAPTRUST’s Leawood-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.
Phone: 816.753.5100
Mon–Fri, 8:30 am–5:00 pm
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.
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.
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.
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.
Principal
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Vice President,
Financial Advisor
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Financial Advisor,
Relationship Manager
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Senior Vice President | Financial Advisor
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Financial Advisor | Relationship Management
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