Wealth Management Services Lone Tree CO | CAPTRUST
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Lone Tree, CO

Shine_PR_tint

9892 Rosemont Ave #100
Lone Tree, CO 80124

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Phone: 303.740.8600

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–3:00 pm

Wealth Management

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 Lone Tree-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The Lone Tree team joined CAPTRUST from Shine Wealth Partners in 2020.

Advisor

Judith A. Shine, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Karen K. Salvatore, CFA, CFP®

Principal,
Financial Advisor

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Advisor

Beth Cornell, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Elisabeth L. Jacobson, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Peter Vander Ploeg, CFP®

Vice President,
Financial Advisor

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Advisor

Ally Ecklund, CFP®, CPA, CPWA®

Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Lone Tree, CO

9892 Rosemont Ave
#100
Lone Tree, CO 80124
Phone 303.740.8600
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