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4401 Westown Pkwy #220
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.

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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.

Advisor

Troy W. Anderson, CPFA, QKA

Vice President,
Financial Advisor

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Advisor

Jean Duffy, AIFA®, ARPC

Senior Vice President,
Financial Advisor

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Advisor

AJ Morris, CFP®

Senior Vice President,
Financial Advisor

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Advisor

Jim Pierce, CEBS

Senior 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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West Des Moines, IA

4401 Westown Pkwy
#220
West Des Moines, IA 50266