Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Right on Minneapolis’s doorstep, our Minnetonka location specializes in providing an exceptional client experience with an unwavering focus on success. Our centralized model of business means our expert advisors have a vast network of resources available to better create a personalized plan for your continued success. Connect with your local CAPTRUST office today to learn more about how we can further your goals.

Our Team

T. J. Bernard

Senior Associate,
Relationship Manager

Jack Ecker

Vice President,
Financial Advisor

Jim Ferrin


Jacob Herd

Senior Associate,
Relationship Manager

Katie Johnson

Vice President,
Financial Advisor

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller


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