Phone: 800.216.0645

Who We Serve



Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm

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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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Our team of experts works directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning. Experience best-in-class services when working with CAPTRUST’s highly skilled team and discover why our advisors and deep bench of resources set the industry standard for wealth management services.

Our Team

Jennifer Arps

Tax and Client Advisor

Bruce Paulson

Senior Financial Advisor

We provide integrated wealth management and investment services for individuals and families of wealth who desire custom, tax-efficient investment portfolios and proactive, client-centered advice.
Jennifer Arps


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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.