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Phoenix-film

3200 E. Camelback Road #300
Phoenix, AZ 85018

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Phone: 602.468.1232

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

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.

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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.

Advisor

Christina Burroughs, CFP®

Principal,
Financial Advisor

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Advisor

Nathan Erickson, CAIA, CFA®

Principal,
Financial Advisor

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Advisor

Mark Feldman CFP®, CPA, PFS™

Principal,
Financial Advisor

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Advisor

Will Froelich, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

Mary Ann Hennelly-Favata, CFP®

Senior Financial Advisor

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Advisor

Frank Pyles, CFP®, CIMA®

Vice President,
Financial Advisor

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Advisor

J.T. Vandegriff, CAIA, CFA®, CFP®

Principal,
Financial Advisor

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Advisor

David Westra, AIF®, CFP®, CPFA

Principal,
Financial Advisor

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Phoenix, AZ

3200 E. Camelback Road #300
Phoenix, AZ 85018