2 weeks ago
CAPTRUST Named to Barron’s 2023 Top RIA List
CAPTRUST ranks seventh on Barron’s prestigious Top RIA list for...
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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
Announcements
Announcements
2 months ago
CAPTRUST Named #1 RIA
CAPTRUST was named #1 on Financial Advisor Magazine’s 2023 RIA...
Resources
6 months ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
Announcements
6 months ago
31 CAPTRUST Teams Named to 2022 NAPA Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 31 CAPTRUST...
