3 weeks ago
The CAPTRUST Community Foundation Announces $1,138,442 in Donations for 2022
The CCF Also Announces 2023...
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West Des Moines, IA
5745 Raccoon River Drive #160
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
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.
Troy W. Anderson, CPFA®, QKA™
Vice President,
Financial Advisor
Jean Duffy, AIFA®, CPFA®
Senior Vice President,
Financial Advisor
Julie Fuller, CPA, CFP®
Vice President,
Financial Advisor
Jamie Lynch, CFP®, CEBS®
Senior Financial Advisor,
Relationship Manager
Michelle Mahoney, CFP®
Vice President,
Financial Advisor
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Jim Pierce, CEBS
Senior Vice President,
Financial Advisor
Amanda Rhoades
Financial Advisor,
Advice & Wellness
Jeremy Rinehart, ChFC®
Vice President,
Financial Advisor
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
News & Resources
Announcements
Resources
3 weeks ago
Market Update | January 2023
A year ago, markets were coming off one of the...
Resources
3 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Plan Sponsor e.Brief
1 month ago
SECURE 2.0 Act Passes
On December 29, 2022, as a part of the government’s...
