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1410 Rocky Ridge Dr #150
Roseville, CA 95661

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Phone: 916.924.7527

Mon–Fri, 8:00 am–5:00 pm

Wealth Management
Institutional Retirement
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Q2 Newsletter

Our Team

CAPTRUST’s Roseville-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans.

Advisor

Peter Ashby, CFP®, AWMA®

Vice President,
Financial Advisor

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Advisor

Kelly Brothers, CFP®, MBA

Principal,
Financial Advisor

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Advisor

Kevin A. Chang, CPA, CFP®, AIF®

Principal,
Financial Advisor

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Advisor

Rob Cook, CPA, CFP®

Financial Advisor,
Financial Planning

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Advisor

Andrew Costello, CFP®

Consultant,
Relationship Manager

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Advisor

Mark Huffman, JD, CFP®

Vice President,
Financial Advisor

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Advisor

John Lockwood, CFP®, CLU®

Principal,
Financial Advisor

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Advisor

Kathryn McCall, CFP®

Financial Advisor,
Financial Planning

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Advisor

Scott C. Thomas, CFP®, MBA

Principal,
Financial Advisor

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Contact Us

How can we help?

Roseville, CA

1410 Rocky Ridge Dr
#150
Roseville, CA 95661