1 month ago
IRS Announces 2022 Pension Plan Limitations
The Internal Revenue Service announced its annual update to dollar...
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4401 Westown Pkwy
#220
West Des Moines,
IA
50266
Phone: 515.657.4100
Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm
Institutional Retirement
Endowments & Foundations
Wealth Management
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 West Des Moines-based advisors provide investment advisory services to fiduciaries of corporate retirement plans, endowments and foundations of nonprofits, and wealth management services to high-net-worth individuals, business owners, and families.
Troy W. Anderson, CPFA, QKA
Vice President,
Financial Advisor
Jean Duffy, AIFA®, ARPC
Senior Vice President,
Financial Advisor
Jamie Lynch, CFP®, CEBS®
Senior Financial Advisor,
Relationship Manager
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Jim Pierce, CEBS
Senior Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
News & Resources
Plan Sponsor eBrief
Wealth Management
1 month ago
Major Investment Lessons
In our latest article, CAPTRUST compares finance to the golf...
Announcements
2 months ago
Fourteen CAPTRUST Advisors recognized on NAPA’s Top Women Advisors List
Fourteen CAPTRUST advisors were recognized on the National Association of...
Resources
2 months ago
No Shortage of Bottlenecks
Recovery momentum within financial markets cooled during the third quarter...
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