Phone: 425.401.1211


Mon–Fri, 8:00 am–4:30 pm

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Retirement Plan Sponsors
Endowments & Foundations


Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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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.

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Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Financial Advisors Bellevue, WA

With specialized expertise in comprehensive financial planning, CAPTRUST’s team of financial consultants provide wealth management and investment advisory services to individual investors, small business owners, and families.

Our Team

Ryan Colkitt

Senior Analyst | Investments

Michael Coyne

Senior Consultant | Relationship Manager

Kyle Hauge

Senior Consultant | Relationship Management

Clayton Hunter

Senior Specialist | Financial Planning

Melissa Karpen

Consultant | Relationship Manager

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller


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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.