1 month ago
Investors in Limbo as Fed and Markets Clash
Investors entered the opening quarter of 2023 on the edge...
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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
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
Resources
Announcements
1 month ago
CAPTRUST Named to Barron’s 2023 List
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...
Resources
2 months ago
Market Update | April 2023
Despite dramatic headlines this quarter, markets have delivered modest results....
Retirement Plans
2 months ago
Anticipating SECURE 2.0 Changes (Webinar Recording)
Retirement plan sponsors and their recordkeepers are busy digesting the...
