Retirement Plan and Nonprofit Advisory Services and Wealth Management Des Moines IA | CAPTRUST
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West Des Moines, IA

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5745 Raccoon River Drive #160
West Des Moines, IA 50266

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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 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.

Advisor

Troy W. Anderson, CPFA®, QKA™

Vice President,
Financial Advisor

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Advisor

Jean Duffy, AIFA®, CPFA®

Senior Vice President,
Financial Advisor

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Advisor

Julie Fuller, CPA, CFP®

Vice President,
Financial Advisor

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Advisor

Jamie Lynch, CFP®, CEBS®

Senior Financial Advisor,
Relationship Manager

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Advisor

Michelle Mahoney, CFP®

Vice President,
Financial Advisor

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Advisor

AJ Morris, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jeremy Rinehart, ChFC®

Vice President,
Financial Advisor

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Advisor

Andrew (AJ) Shimp, RPA

Senior Vice President,
Financial Advisor

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Advisor

Liz Ulrichson, CFP®, APMA®, CPFA

Financial Advisor,
Relationship Manager

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News & Resources

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Contact Us

How can we help?

Des Moines, IA

5745 Raccoon River Drive #160
West Des Moines, IA 50266
Phone 515.657.4100
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