Retirement Plan and Nonprofit Advisory Services Southfield MI
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Southfield, MI

Southfield-Film-scaled

3000 Town Ctr #2650
Southfield, MI 48075

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Phone: 248.223.3765

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

Institutional Retirement
Endowments & Foundations

Introduction

CAPTRUST’s retirement plan clients benefit from the firm’s centralized model, which is supported by a deep bench of highly specialized talent. Learn about the suite of resources CAPTRUST’s institutional advisors leverage to create a best-in-class client experience, including investment manager due diligence, customized participant advice, vendor analysis, and the latest in cybersecurity.

Our Team

CAPTRUST’s Southfield-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.

Advisor

Susan Shoemaker, CFP®, AIFA

Principal,
Financial Advisor

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Advisor

Brett Reardon, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Jeremy Chambers, CPFA, QKA, CIMA®

Vice President,
Financial Advisor

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Advisor

Justin Domber, CPFA, CIMA®

Financial Advisor,
Relationship Manager

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Advisor

Errol Hau, CTP/CCM, AIF®

Principal,
Financial Advisor

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Advisor

Casey Veach, CFP®, CFA

Vice President,
Financial Advisor

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News & Resources

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Contact Us

How can we help?

Southfield, MI

3000 Town Ctr #2650
Southfield, MI 48075
Phone 248.223.3765
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