1 week ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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333 South 7th St.
Suite 2900
Minneapolis,
MN
55402
Phone: 612.347.7979
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4 pm
Wealth Management
Institutional Retirement
Our Team
The CAPTRUST Minneapolis office is located in the heart of downtown. This tenured group of advisors offers integrated planning for high-net-worth families, business owners, and executives. They also provide retirement plan advisory services to corporate fiduciaries.
Daniel Esch
Senior Vice President,
Financial Advisor
Tyron K. Estlick, CFA®, CFP®
Principal,
Financial Advisor
Terrence M. Fettig, CFA®
Senior Vice President,
Financial Advisor
Chad Griffeth, AIF®
Vice President,
Financial Advisor
Joshua T. Hill, CFA®
Senior Vice President,
Financial Advisor
Evan Holmes, CFA®
Senior Financial Advisor,
Relationship Manager
David O. Koch, CFA®, CFP®
Principal,
Financial Advisor
Thomas Saunders, CFP®
Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
Allen Weisz, CGMA, CPA
Senior Financial Advisor,
Relationship Manager
News & Resources
Resources
Resources
3 weeks ago
America Has Voted
It’s early the morning of November 4, the day after...
Plan Sponsor eBrief
3 weeks ago
DOL Releases New ESG Guidance
On October 30, the Department of Labor (DOL) released a...
Plan Sponsor eBrief
4 weeks ago
IRS Announces 2021 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
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