2 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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Phoenix, AZ
3200 East Camelback Road #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
Institutional Retirement
Endowments & Foundations
Our Team
CAPTRUST’s Phoenix-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits. The team enjoys working directly with clients in all areas of financial and investment strategy, specializing in holistic tax, retirement, and estate planning.
Chris Bergthold, CFP®
Financial Advisor,
Relationship Manager
John Brimhall, CPA, CFA®, CFP®
Financial Advisor,
Relationship Manager
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,
Head of Tax Services
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
Carol J. Romney, CFP®, CFA®
Financial Advisor,
Relationship Manager
Allie Russo, CFA®
Financial Advisor,
Relationship Manager
J.T. Vandegriff, CAIA, CFA®, CFP®
Principal,
Financial Advisor
Jennifer Wertheim, CPA
Director,
Tax
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
News & Resources
Resources
Announcements
3 months ago
31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
Wealth Management
3 months ago
Understanding Interest Rates
What is an interest rate and how is it calculated?...
Announcements
3 months ago
Five College Students Awarded CAPTRUST Scholarship
CAPTRUST selected five students to receive the Fall 2022 CAPTRUST...
