1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
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3200 East Camelback Rd
#300
Phoenix,
AZ
85018
Phone: 602.468.1232
Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–1:00 pm
Wealth Management
ShareFile: MRA Quarterly Reports, Commentaries, and Notices
Our Team
CAPTRUST’s Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Christina Burroughs, CFP®
Principal,
Financial Advisor
Eric Ensign, CPA
Principal,
Financial Advisor
Nathan Erickson, CAIA, CFA®
Principal,
Financial Advisor
Mark Feldman CFP®, CPA, PFS™
Principal,
Financial Advisor
Will Froelich, CFA®, CFP®
Principal,
Financial Advisor
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
Ken Garrett, CPA
Director,
Tax
Mike Hirte, CPA
Principal,
Tax
Evan Judge, CFA®, CFP®
Principal,
Financial Advisor
Brad Lemon
Principal,
Financial Advisor
Ryan Penniman, CPA
Principal,
Financial Advisor
Frank Pyles, CFP®, CIMA®
Vice President,
Financial Advisor
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
News & Resources
Announcements
Wealth Management
2 months ago
Market Commentary | Inflation
In May, the annualized inflation rate measured at 5 percent,...
Wealth Management
5 months ago
Market Commentary | The Twilight Zone
As we enter the second quarter of 2021, CAPTRUST’s Nathan...
Retirement Plans
6 months ago
CAPTRUST Makes NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
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