Harrisonburg, VA
Our Harrisonburg advisors specialize in comprehensive investment advisory and fiduciary services for corporate retirement plan sponsors.
Our Harrisonburg advisors specialize in comprehensive investment advisory and fiduciary services for corporate retirement plan sponsors.
We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Competitive retirement plans are a coveted benefit your employees deserve. With CAPTRUST’s suite of resources and expertise, our advisors have the information you need to make the right calls for successful retirement planning. Partner with your local Harrisonburg office to learn why our clients trust our advice.
Senior Financial Advisor | Relationship Manager
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Principal | Financial Advisor
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