Aaron Adcock, CWS©
Vice President,
Financial Advisor
Our People
At CAPTRUST, we believe investment advisory firms
are only as strong as the people who create the advice.
Aaron Ward, CFA
Principal
Abigail J. C. Russell, ARPS
Senior Vice President,
Financial Advisor
Adam Powell
Financial Advisor,
Advice & Wellness
Adam M. Eisenhauer
Vice President,
Financial Advisor
AJ Morris, CFP®
Senior Vice President,
Financial Advisor
Al Cannon, CFP®, CRPS®, AIF®
Principal,
Financial Advisor
Alan Kleinberg, CFP®
Principal,
Financial Advisor
M. Alan Bishop, Jr., CFA, CFP®
Vice President,
Financial Advisor
Alex Brown, CPA, CFP®
Principal,
Financial Advisor
Alexander Farquhar, CFA
Principal
Allen Weisz, CPA, CGMA
Senior Financial Advisor
Allie Russo, CFA
Financial Advisor,
Relationship Manager
Alysia Tacinelli
Amanda Lyons, CFP®
Financial Advisor,
Relationship Manager
Amy Resnic
Vice President,
Financial Advisor
Andrea Coombs
Andrew Costello, CFP®
Financial Advisor,
Relationship Manager
Andrew Schwark, CFA, CAIA
Principal
Andrew Fiegel, CFA, CAIA
Principal
Andrew S. Kuleszka, CPA
Senior Manager,
Tax
Andrew B. Wisdom
Principal,
Financial Advisor
Andrew Mitchell, CFP®, CPA, PFS
Senior Associate,
Relationship Manager
Andrew (AJ) Shimp, RPA
Senior Vice President,
Financial Advisor
Anne H. Reed, CFP®
Financial Advisor
Annmarie R. Cottage
Senior Consultant,
Family Office
Anthony Scarpo
Vice President,
Financial Advisor
Anthony Harvot, CFP®
Financial Advisor,
Relationship Manager
Ashley Preston, CFP®
Specialist,
Relationship Manager
Attila Toth
Principal,
Financial Advisor
Barron D. Beal, CPWA®
Principal
Barron (Barry) V. Schmitt
Principal,
Financial Advisor
Beau K. Williams, CFA
Senior Financial Advisor
Ben Goldstein, CPA
President
Ben Goldstein, CPA
President,
CAPTRUST
Ben Norwood, CPWA®
Principal,
Financial Advisor
Ben Christensen
Senior Vice President,
Financial Advisor
Benjamin Goldman, CFP®
Principal,
Financial Advisor
Beryl Ball, CPFA
Principal,
Financial Advisor
Beth Cornell, CFP®
Senior Vice President,
Financial Advisor
BJ (Betty Jean) Jones, AIF®
Financial Advisor,
Advice & Wellness
Blaise Heckman, CFP®, AEP®
Financial Advisor,
Relationship Manager
Bob Eagle, CMFC®, CRPS®
Senior Financial Advisor
Bob Nachman
Principal,
Financial Advisor
Brad Lemon
Principal,
Financial Advisor
Brad Caldwell, CFP®
Principal,
Financial Advisor
Bradley Pendzick, CFP®
Financial Advisor
Brandon C. Aber, CFP®
Financial Advisor
Brandon Martineson, NQPA™
Financial Advisor,
Relationship Manager
Brandon H. Kershaw
Principal
Brandy B. Hydrick, CFP®
Principal,
Financial Planning
Braxton Barnes
Financial Advisor,
Relationship Manager
Brenda Alfaro
Financial Advisor,
Relationship Manager
Brendan Nosovitch, CFP®
Financial Advisor
Brent Simpson, CIMA®, AIF®, CRPS®
Financial Advisor,
Relationship Manager
Brett Schwartz, CFP®
Financial Advisor
Brett Johnson, ChFC®
Financial Advisor,
Relationship Manager
Brett Reardon, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Brian Pollard, CFP®, CLU®, CWS®
Senior Vice President,
Financial Advisor
Brian Abad, CPFA®
Vice President,
Financial Advisor
Brian Thrasher
Vice President,
Financial Advisor
Brian Rivotto, CPA
Managing Principal,
Financial Advisor
Brian S. Mitchell, CFP®, CPWA®
Principal,
Financial Advisor
Briana Smith, CFP®
Financial Advisor
Brice Gibson
Vice President,
Financial Advisor
Bridget E. Mitchell, CFP®
Senior Financial Advisor
Britni Mosher
Associate,
Relationship Manager
Brodie Barnes, ChFC®, CFP®
Principal,
Financial Advisor
Bruce Graham, CFA
Vice President,
Financial Advisor
Bruce Paulson, JD, CFP, CPA (inactive)
Senior Financial Advisor
Bryan W. Fitzpatrick
Principal,
Financial Advisor
Bryan T. Lewis
Financial Advisor,
Advice & Wellness
Buck Beam
Senior Vice President,
Financial Advisor
Cara Cannon
Financial Advisor
Carol J. Romney, CFP®, CFA
Financial Advisor,
Relationship Manager
Carter R. Hall, CFP®
Principal,
Financial Advisor
Carter Vaughan, CFP®
Financial Advisor,
Relationship Manager
Casey Pogodzinski
Vice President,
Financial Advisor
Casey Keller, CFA
Senior Vice President,
Financial Advisor
Casey Veach, CFP®, CFA
Vice President,
Financial Advisor
Catherine Seeber, CFP®, CeFT®
Vice President,
Financial Advisor
Catherine Ellis, CRPS
Vice President,
Financial Advisor
Catherine Currin
Caty S. Bragg, CFP®
Vice President,
Financial Advisor
Chad Griffeth, AIF®
Vice President,
Financial Advisor
Chad Day, CFP®
Vice President,
Financial Advisor
Chanon MacDonald, CFP®
Senior Associate,
Relationship Manager
Charles B. Pyke, Jr., JD
Principal,
Financial Advisor
Charles Mohr, CFA
Principal
Charles Land Hite, Jr., CFP®
Principal,
Financial Advisor
Chip Mang, CFP®, CWS®
Principal,
Financial Advisor
Christopher Jeppson, CFP®
Financial Advisor,
Relationship Manager
Chris Butz, ChFC®, CFP®
Principal,
Financial Advisor
Chris Frain, C(k)P®, CRPS®, CWS®
Financial Advisor,
Relationship Manager
Chris Ylo, AIF®, C(k)P®
Financial Advisor,
Relationship Manager
Chris Roberts, CFEI
Financial Advisor,
Advice & Wellness
Chris Bergthold, CFP®
Financial Advisor,
Relationship Manager
Christeen Marie Reeg
Principal,
Financial Advisor
Christian Ledoux, CFA
Director,
Individual Securities Management
Christian Ray, CFP®, CPWA®
Senior Vice President,
Financial Advisor
Christina Markell-Balleza, JD
Managing Director,
General Counsel
Christina Lecholop, CFP®
Principal,
Financial Advisor
Christina Burroughs, CFP®
Principal,
Financial Advisor
Christina Markell-Balleza, JD
Managing Director,
General Counsel,
CAPTRUST
Christine Petersen
Associate Relationship Manager
Christine Cunningham, CFP®
Principal,
Financial Advisor
Christine Quichocho Morrison, CFP®
Financial Advisor,
Relationship Manager
Christopher D. Kulick, Jr., CIMA®
Principal,
Financial Advisor
Christopher Zavecz, CFP®
Senior Vice President,
Financial Advisor
Christopher Huber, CPA
Financial Advisor
Christopher Krakowski, CFA, CAIA, FRM®
Principal
Christopher F. Mahoney, CFP®
Principal,
Financial Advisor
Christopher Whitlow
Senior Director,
Advice and Wellness
Christopher M. Riley, CFP®
Senior Vice President,
Financial Advisor
Claude Molosiu, CFA
Senior Financial Advisor
Clay Matthews
Financial Advisor,
Advice & Wellness
Clay Hartman
Senior Vice President,
Financial Advisor
Cleve Nordeen
Vice President,
Financial Advisor
Cliff Taylor, CFP®
Principal,
Financial Advisor
Colleen Reese, CPA
Financial Advisor,
Relationship Manager
Collin E. Roche
Managing Director,
GTCR
Constantine von Hoffman
Corey Stein
Analyst,
Portfolio Management
Cory Helmbrecht, CWS®
Financial Advisor,
Relationship Manager
Craig Draper, JD
Vice President,
Financial Advisor
Craig Reed, CFP®, CIMA®, CFA
Principal,
Financial Advisor
Dale Connors, CFA
Principal
Daniel Esch
Senior Vice President,
Financial Advisor
Dan DiGiacomo
Principal,
Financial Advisor
Dan Westin, CFP®, ChFC®, CASL
Managing Principal
Daniel M. Lowe
Senior Financial Advisor
Daniel R. Harsh, CFP®
Financial Advisor,
Financial Planning
Daniel George, CFA, CAIA
Principal
Daniel Simon, CFA, CAIA
Principal
Daniel Urban, QPFC, TGPC
Senior Vice President,
Financial Advisor
Daniel T. Drake, CFP®, CIMA®
Principal
Daniel A. Summerlin, CFA
Principal,
Financial Advisor
Darren Obrecht
Vice President,
Financial Advisor
Darryl Edmonds, CFP®
Principal,
Financial Advisor
Daryl L. Deke
Principal,
Financial Advisor
Dasha Smith
Executive Vice President and
Chief Administrative Officer,
National Football League
Dave Fernandez, CFA, CFP®
Vice President,
Financial Advisor
David H. Schwartz, CFP®
Principal,
Financial Advisor
David J. Hansen
Principal,
Financial Advisor
David O. Koch, CFA, CFP®
Principal,
Financial Advisor
David Will, AIF®, CFA
Senior Financial Advisor
David Cacciabeve, CIMA®, AIF®
Senior Financial Advisor
David Hood
Senior Director,
Investment Research
David Stix, CFA
Senior Vice President,
Financial Advisor
David Westra, AIF®, CFP®, CPFA
Principal,
Financial Advisor
David Akright, CFP®, CHFC®
Senior Vice President,
Financial Advisor
David Ramsour, CFA, CAIA
Principal
David Wallace, CFA
Senior Vice President,
Financial Advisor
David Hudak, CFA
Senior Vice President,
Financial Advisor
David K. Neal
Senior Vice President,
Financial Advisor
David R. Hartness, AIF®, CFP®, ChFC®, CLU®
Principal,
Financial Advisor
David Steine
Senior Vice President,
Financial Advisor
David W. Mize, CFP®
Vice President,
Financial Advisor
Dawn McPherson, CBFA, QPFC
Director,
Retirement Plan Consulting
Deann Mitchell, CFP®, CDFA
Vice President,
Financial Advisor
Deanna Bamford, CEBS, CPFA
Senior Financial Advisor,
Relationship Manager
Debra Gates, CRPC®
Manager,
Advice & Wellness
Debra Lyn Hightower, AIF®
Principal,
Financial Advisor
Denise Buchanan
Senior Director,
Chief Compliance Officer
Denise Rothermel, CFP®, CPA, ASA, ABV ®
Vice President,
Financial Advisor
Devyn Duex, AIF®, C(k)P®, CPFA, CRPS®
Principal,
Financial Advisor
Dick Jones, CFP®
Managing Principal
Dickson Griswold, CFP®
Senior Vice President,
Financial Advisor
Donald Lutomski, CFA, CMA
Principal,
Financial Advisor
Donn A. Johnston, CFP®
Senior Vice President,
Financial Advisor
Donn A. Johnston, Jr., CFP®
Vice President,
Financial Advisor
Dori Drayton, CPA, CFP®
Principal,
Financial Advisor
Doug Jenkins, CFP®, CRPC®
Vice President,
Financial Advisor
Drew McCorkle
Senior Vice President,
Financial Advisor
Drew Digby, CFP®, CPA, PFS, CEPA
Vice President,
Financial Advisor
Duncan McNiff
Senior Vice President,
Financial Advisor
Earle Allen, CEBS®
Principal,
Financial Advisor
T. Edward Nickens
Edward Landsman
Senior Vice President,
Financial Advisor
Edward A. Cheatham, RICP®, CFP®
Vice President,
Financial Advisor
Edward Paul Bock II, CFEI, CEBS, QPFC
Financial Advisor,
Advice & Wellness
Edward V. Welch, Jr.
Managing Director,
Head of Wealth Management
Edwin “Rod” Rodriguez, Jr.
Principal,
Financial Advisor
Elina Babadzhanova, AIF®
Senior Financial Advisor
Elisabeth L. Jacobson, CFP®
Senior Vice President,
Financial Advisor
Ellen Crowley
Vice President,
Financial Advisor
Ellen Ogan Martel, AIF®
Principal
Elliot Greenberg, CFA
Principal
Emily Wrightson
Principal,
Financial Advisor
Eric W. Bailey, CFA
Principal,
Head of Endowments & Foundations
Eric Ensign, CPA
Principal,
Financial Advisor
Eric Lipa
Associate,
Relationship Manager
Erica Blomgren
Vice President,
Financial Advisor
Erik Milam, CFP®, CeFT, RLP
Principal,
Financial Advisor
Ernest A. Liebre
Senior Vice President,
Financial Advisor
Errol Hau, CTP/CCM, AIF®
Principal,
Financial Advisor
Evan Melcher, AIF®, ARPC, CIMA®, CPFA
Principal,
Financial Advisor
Evan Holmes, CFA
Vice President,
Financial Advisor
Evan Judge, CFA, CFP®
Principal,
Financial Advisor
Evan Cumalander
Vice President,
Financial Advisor
J. Fielding Miller
Chief Executive Officer,
Co-Founder
Francetta (Fran) Slacum
Senior Financial Advisor,
Relationship Manager
Frank Bub
Senior Director,
Head of Wealth Management Consulting
Fred Sloan, CFA
Principal,
Financial Advisor
Gabi and Skip Yetter
Gary Davis, CRPS®, AIF®
Principal
Gary Savage, CFP®, CPA
Principal,
Financial Advisor
Gary Stern
Gary Dean, CFA
Managing Principal,
Financial Advisor
George G. Kroustalis, CRPC®
Principal,
Financial Advisor
Giovanni Tiso, CFP®
Financial Advisor
Glen Hahlen, CFP®
Senior Vice President,
Financial Advisor
Grant Verhaeghe
Senior Director,
Asset/Liability Practice Leader
Greg Middleton, ARPS
Senior Director,
Marketing
Greg Schott, CFP®, CIMA®, CPWA®
Vice President,
Financial Advisor
Harriet Marmon Helmle, CPA
Senior Financial Advisor,
New Client Relationships
Harrison M. Collins, CPA, CFP®
Vice President,
Financial Advisor
Heather Darcy, CPFA
Vice President,
Financial Advisor
Heather Shanahan
Director,
Endowments & Foundations
Heather Ford Caussade, CFP®
Vice President,
Financial Advisor
Heidi Spencer
Senior Financial Advisor,
Relationship Manager
Hugh Wilson Cole III (Trae), CFP®
Financial Advisor,
Wealth Management
J. Fielding Miller
Chief Executive Officer and
Co-Founder,
CAPTRUST
J.T. Vandegriff, CAIA, CFA, CFP®
Principal,
Financial Advisor
Jack Flippin, CFP®
Principal,
Financial Advisor
Jack Kenney
Financial Advisor,
Advice & Wellness
Jack Ecker
Vice President,
Financial Advisor
Jacob Herd, CFP®
Senior Associate,
Relationship Manager
Jake D. Miller
Financial Advisor,
Relationship Manager
James W. Strodel, CEBS
Principal,
Financial Advisor
James Valmonte, AIF®, CFP®
Vice President,
Financial Advisor
James R. Talton, III
Principal,
Financial Advisor
James F. Stafford, MCR
Senior Director,
Corporate Real Estate and Facilities
James Underwood, CFA
Senior Director,
Portfolio Management
Jamie Lynch, CFP®, CEBS®
Senior Financial Advisor,
Relationship Manager
Jan Rezler, QPFC
Senior Financial Advisor
Jane Leibbrand
Jane MacDonald, CFP®
Principal,
Financial Advisor
Janelle Correnti, CPA, PFS, CFP®, CPWA®
Senior Vice President,
Financial Advisor
Jared J. Hardin
Financial Advisor
Jared Anderson, CFA
Senior Vice President,
Financial Advisor
Jarod Maloney, CPA
Vice President,
Financial Advisor
Jason F. Stanicek, CRPS®
Principal,
Financial Advisor
Jason Stephens, ARPS, CIMA®, CFS®
Senior Director,
Nonqualified Executive Benefits Practice Leader
Jason Bart
Financial Advisor,
Advice & Wellness
Jason E. Lewis, CFP®
Principal,
Financial Advisor
Jason Martinez, CIMA®
Senior Vice President,
Financial Advisor
Jay Irons
Principal,
Financial Advisor
Jean Duffy, AIFA®, CPFA®
Senior Vice President,
Financial Advisor
Jeanne Lee
Jeb Graham, CEBS, CIMA®, CPFA
Principal,
Financial Advisor
Jeff Evans, CEBS
Senior Financial Advisor
Jeff Loehwing
Principal,
Financial Advisor
Jeff Heasley, AIF®, PPC®
Vice President,
Financial Advisor
Jefferson Adcock, CFP®, CLU®
Principal,
Financial Advisor
Jeffrey Freiser
Financial Advisor,
Advice & Wellness
Jenifer Nesselrodt, AIF®, CEBS, RPA
Senior Financial Advisor,
Relationship Manager
Jennifer Doss, CRPS®, QKA, TGPC
Senior Director,
Defined Contribution Practice Leader
Jennifer Kelly, AWMA®
Financial Advisor
Jennifer Brookland
Jennifer Arps, CFP®
Director,
Tax and Client Advisor
Jennifer Stevens
Senior Financial Advisor
Jennifer Barker, CFA
Senior Financial Advisor
Jennifer Wertheim, CPA
Director,
Tax
Jeremy Altfeder, CFP®
Vice President,
Financial Advisor
Jeremy Chambers, CPFA, QKA, CIMA®
Vice President,
Financial Advisor
Jeremy Tollas, CPFA, CIMA®
Vice President,
Financial Advisor
Jeremy Rinehart, ChFC®
Vice President,
Financial Advisor
Jeremy T. Head, CPA, CFP®
Principal
Jerry B. McQueen, CFP®
Senior Vice President,
Financial Advisor
Jesse Malik, CFP®, CRPC®
Financial Advisor,
Relationship Manager
Jill A. Rogers, CFP®, CPA
Senior Vice President,
Financial Advisor
Jim Edwards, AIF®
Principal,
Financial Advisor
Jim Ferrin, CFA
Principal
Joey Payne
Senior Financial Advisor
John J. Griffith, Jr.
Principal,
Financial Advisor
John Leissner, ARPS, CFS®
Senior Director,
Head, Institutional Client Service and Operations
John Matejka
Vice President,
Financial Advisor
John Mangum
Principal,
Financial Advisor
John Young
Senior Vice President,
Financial Advisor
John A. Pickett, CIMA®
Senior Vice President,
Financial Advisor
John S. Martin, AIF®
Principal,
Financial Advisor
John R. Davenport, CFA
Senior Vice President,
Financial Advisor
John Weber
Vice President,
Financial Advisor
John D. Curry
Chief Marketing Officer
John Masterson, AIF®, C(k)P®, QPFC®
Vice President,
Financial Advisor
John Zick, AIF®, CPFA
Vice President,
Financial Advisor
John Lockwood, CFP®, CLU®
Principal,
Financial Advisor
John Buckley
Senior Financial Advisor
John D. Eadie, CPA, CFA, CFP®, PFS, CLU®, CIMA, CKA®
Principal,
Financial Advisor
John Keeton, CFA
Senior Vice President,
Financial Advisor
John D. Jenkins
Senior Vice President,
Financial Advisor
John Sinclair, CFP®
Senior Associate,
Relationship Manager
John Brimhall, CPA, CFA, CFP®
Financial Advisor,
Relationship Manager
John Wing
Principal
John M. Dickens, AIF®
Principal
John H. Peterson
Senior Vice President,
Financial Advisor
John P. Maloney, CFA
Principal,
Financial Advisor
Johnny C. Garrett, Jr., ARPS
Principal,
Financial Advisor
Jon Meyer
Chief Technology Officer
Jon E. Strickland, AIF®
Principal,
Financial Advisor
Jonathan Stoller, CFP®
Vice President,
Financial Advisor
Joseph A. Scarpo
Principal,
Financial Advisor
Joseph Marzano, CFA
Principal
Joseph Pesnell, CFA
Senior Vice President,
Financial Advisor
Joseph C. (J.C.) Howard, CFA, CFP®
Vice President,
Financial Advisor
Joshua T. Hill, CFA
Principal,
Financial Advisor
Joshua S. Haire, CFP®
Senior Vice President,
Financial Advisor
Joshua T. Hohlfelder, CPA, CFP®, AEP®
Vice President,
Financial Advisor
Josiah Larson
Vice President,
Financial Advisor
Judith A. Shine, CFP®
Senior Vice President,
Financial Advisor
Judy Williamson
Financial Advisor,
Advice & Wellness
Julia Gavrilov, CFA
Financial Advisor
Julie Fuller, CPA, CFP®
Vice President,
Financial Advisor
Justin Domber, CPFA, CIMA®
Financial Advisor,
Relationship Manager
Justin Pawl, CFA, CAIA, CFP®
Principal,
Financial Advisor
Karen Denise
Senior Director
Head, Wealth Client Service
Karen Casillas, AIF®, CPFA®, CFS
Vice President,
Financial Advisor
Karen K. Salvatore, CFA, CFP®
Principal,
Financial Advisor
Karl J. Eggerss
Principal,
Financial Advisor
Karyn Courtney
Senior Associate,
Family Office
Kathaleen M. Coelho, CFP®, CPA
Vice President,
Financial Advisor
Katherine F. Johnston
Senior Financial Advisor
Kathleen Burns Kingsbury
Kathleen Whitmore
Financial Advisor,
Advice & Wellness
Kathryn McCall, CFP®
Vice President,
Financial Advisor
Kathy Waters
Senior Financial Advisor
Kathy Del Corso-Chase, ARPS, CRSP
Senior Director,
Integration Team,
Human Resources
Kathy Kelly, CPA
Consultant,
Relationship Manager
Katie Eldred, AIF®
Vice President,
Financial Advisor
Katie Johnson, CFP®
Vice President,
Financial Advisor
Katie M. Gibert, CPA
Principal
Kaylie Tomadakis, CFP®
Financial Advisor,
Relationship Manager
Keaton Brewer
Vice President,
Financial Advisor
Keith Biskup, CFP®
Vice President,
Financial Advisor
Keith E. Faulkner
Principal,
Financial Advisor
Kelly Shikany, CFP®, CDFA™
Vice President,
Financial Advisor
Kelly Brothers, CFP®, MBA
Principal,
Financial Advisor
Kelly H. Pattillo, CPA
Principal
Ken Garrett, CPA
Director,
Tax
Kenneth J. Rogers, AIF®, CEBS, CFP®
Principal,
Financial Advisor
Kevin Monroe
Senior Financial Advisor
Kevin Yoshida, CFA
Principal
Kevin Mitchell, CFP®
Principal,
Financial Advisor
Kevin Lawson, CFP®, CTFA
Senior Vice President,
Financial Advisor
Kevin A. Chang, CPA, CFP®, AIF®
Principal,
Financial Advisor
Kim Painter
Kim Cornwell, CFP®
Senior Vice President,
Financial Advisor
Kim M. Elliott, AIF®
Vice President,
Financial Advisor
Kipp G. Small, CRPS
Senior Financial Advisor
Kirk Futrell, CWS®
Financial Advisor,
Relationship Manager
Kirkland Caison, CFP®
Vice President,
Financial Advisor
Kris Hornyak, CWS®
Financial Advisor,
Relationship Manager
Kristen Stewart
Senior Vice President,
Financial Advisor
Kristi Bieber Gibbs
Principal
Kyle Campbell, CFA, CAIA®
Financial Advisor,
Relationship Manager
Kyle Shoemaker, CFP®
Senior Financial Advisor
Kyle L. Tucker, CFP®
Principal,
Financial Advisor
Kyle Heppner
Financial Advisor,
Advice & Wellness
Kyle Clark, CFP®
Vice President,
Financial Advisor
Kyle G. Clifford, CAIA
Vice President,
Financial Advisor
Kyle Olson, CFP®, ChFC®
Principal
Lance Lahourcade
Principal,
Financial Advisor
Laura Sydell
Laura Morganelli, CFP®
Financial Advisor
Laura Greenbaum
Financial Advisor,
Relationship Manager
Lauren Lambert, CFA
Senior Vice President,
Financial Advisor
Lawrence C. Manning, Jr., CFA
Principal,
Financial Advisor
LeeAnn Iacona, FPQP®
Financial Advisor,
Relationship Manager
Lewis Thomas, II
Financial Advisor
Lil Mercer
Vice President,
Financial Advisor
Lisa Tobey
Senior Financial Advisor,
Relationship Manager
Lisa Hay, CFP®, CPA
Financial Advisor
Lisa Fox Danford, CFP®
Principal,
Financial Advisor
Lisa Ivie Miller, AIF®
Principal,
Financial Advisor
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
Lon Burford, CFP®
Principal,
Financial Advisor
Lori Chidgey
Senior Specialist,
Relationship Manager
Lorice Bianchi
Senior Vice President,
Financial Advisor
Luis C. Zervigon, CFP®
Principal,
Financial Advisor
Luke M. Hayes, CPA
Financial Advisor,
Relationship Manager
Lyle Brandt
Vice President,
Financial Advisor
Madelon Yanta Leone, CFA
Principal,
Financial Advisor
Marcel Plomteaux, CFP®
Financial Planning Associate
Marcia Peters, CFA
Senior Financial Advisor
Marcus P. Borel, CFP®
Financial Advisor
Marcus Magyar, CFP®
Vice President,
Financial Advisor
Margaret Jarocki
Senior Director,
Integrations
Marilyn Schaja
Senior Financial Advisor
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Principal,
Financial Advisor
Marisa E. Muldowney
Vice President,
Financial Advisor
Mariska Witt Roney, CPA
Director,
Tax
Mark Miller
Principal,
Financial Advisor
Mark Francher
Chief Human Resources Officer
Mark Chando, CFP®
Senior Financial Advisor
Mark T. Medlin, AIF®, CPA
Principal,
Financial Advisor
Mark W. Fearigo, CFP®
Principal,
Financial Advisor
Mark Muntean, CFA, CFP®
Financial Advisor
Mark S. Wilson
Past Chairman,
Kimley-Horn
Mark Feldman CFP®, CPA, PFS
Principal,
Head of Tax Services
Mark Huffman, JD, CFP®
Vice President,
Financial Advisor
Mark Nokyos, CFP®
Senior Vice President,
Financial Advisor
Mark Howe, CFP®
Financial Advisor,
Relationship Manager
Mark E. Johnson, AIFA®
Financial Advisor,
Relationship Manager
Mark D. Robeson
Vice President,
Financial Advisor
Mark W. Chamberlain, AIF®, AWMA®, C(k)P®, CWS®
Principal,
Financial Advisor
Mary Earls
Senior Director,
Finance
Mary Clapp, ChFC®
Senior Associate,
Relationship Manager
Mary Ann Hennelly-Favata, CFP®
Senior Financial Advisor
Mary Hartman Hime
Principal,
Financial Advisor
Matt R. Doyle, CFP®
Principal,
Financial Advisor
Matt Godleski, CFA, CFP®
Principal,
Financial Advisor
Matt Bader, CFP®
Principal,
Financial Advisor
Matt Huggins, CFP®, CIMA®
Vice President,
Financial Advisor
Matthew F. Winton
Principal
Matthew Leggett, CFP®
Senior Financial Advisor
Matthew C. Taylor
Senior Vice President,
Financial Advisor
Maura Copsey, CDFA®
Principal,
Financial Advisor
Maureen Lyons
Megan Marshall
Financial Advisor,
Relationship Manager
Melissa M. Johnson, CPA
Vice President,
Financial Advisor
Michael Lenzo, CFP®
Financial Advisor
Michael Henderson, CPA
Vice President,
Financial Advisor
Michael S. Pratico
Principal,
Financial Advisor
Michael E. Blair
Principal,
Financial Advisor
R. Michael Gray
Principal,
Financial Advisor
Michael E. Hudson, AIF®
Principal,
Head of Retirement Plan Consulting
Michael Kemmy
Michael J. Peters CFP®, CPA
Principal,
Financial Advisor
Michael DeLeon, AIF®, C(k)P®, CWS®
Financial Advisor,
Relationship Manager
Michael S. Hollander
Managing Director,
GTCR
Michael Passalinqua, CFP®
Vice President,
Financial Advisor
Michael Genovese, CFP®
Principal,
Financial Advisor
Michael Volo
Principal,
Financial Advisor
Michael A. Webb, CEBS
Senior Financial Advisor
Michael Sanders
Principal,
Financial Advisor
Michael H. deYoung
Vice President,
Financial Advisor
Michael Sasso
Principal,
Financial Advisor
Michael C. Amberger, AIF®
Senior Vice President,
Financial Advisor
Michael Karstens, CFP®, AIFA®
Senior Vice President,
Financial Advisor
Michael Wulff
Senior Associate,
Relationship Manager
Michael Schreiber
Principal
Michael A. Horlick, CFP®, CPA, PFS, CFA
Principal
Michael J. Vogelzang, CFA
Managing Director,
Chief Investment Officer
Michelle Scarver, CPA/PFS
Senior Vice President,
Financial Advisor
Michelle Miller, CIPM
Senior Consultant,
Relationship Manager
Michelle Marchionni
Financial Advisor,
Relationship Manager
Michelle Trouvé, CFA
Principal,
Financial Advisor
Michelle Mahoney, CFP®
Vice President,
Financial Advisor
Mickey Jacobs, CFP®
Principal,
Financial Advisor
Mikael Jacobs, CFP®
Principal,
Financial Advisor
Mike Valone, CFA, CAIA®
Vice President,
Financial Advisor
Mike Molewski, ChFC®, CFP®
Principal,
Financial Advisor
Mike Strother
Senior Director,
Advisor Group
Mike Hirte, CPA
Principal,
Tax
Mike O’Brien
Investment Associate
Mike Olson
Principal
Mindy Reineke, RICP®
Senior Consultant,
Relationship Manager
Miranda Stefan
Financial Advisor,
Relationship Manager
Molly Thompson
Senior Financial Advisor,
Relationship Manager
Monica Keehfuss
Nanci Hellmich
Nathan Bopp, CFP®
Principal,
Financial Advisor
Nathan Erickson, CAIA, CFA
Principal,
Financial Advisor
Nathan Webel, CFP®
Financial Advisor,
Wealth Client Service
Neil Downing
Nicholas Wilson
Vice President,
Financial Advisor
Nicholas Mellone, CFP®, CAIA
Vice President,
Financial Advisor
Nick DeCenso, CFP®
Director,
Wealth Management
Nick Blasi
Managing Principal
Nimisha Rana, CPA
Principal
Noel Strickling
Associate,
Relationship Manager
Odom B. Heebe, Jr.
Vice President,
Financial Advisor
Oliver Norman, CFP®, CHFC®, CLU®, CDFA®
Vice President,
Financial Advisor
Oliver L. Haynes III
Principal,
Financial Advisor
Ona Vredenburg
Senior Associate,
Relationship Manager
Pat Rosvold
Vice President,
Financial Advisor
Patrick Flint, PPC®
Vice President,
Financial Advisor
Patrick Marlatt
Principal,
Financial Advisor
Patrick Plunkett, CFP®
Principal,
Financial Advisor
Patterson Ware
Associate Relationship Manager
Paul Owen, AIF®, APR®, MBA
Principal,
Financial Advisor
Paul H. Schaffer, AIF®
Senior Vice President,
Financial Advisor
Paul R. Stibich, Jr., CPFA
Senior Financial Advisor
Paul Schreder, CFA, CAIA
Principal
Peggy A. Whitmore, AIF®, CRPS®, PRP
Vice President,
Financial Advisor
Peter DiNardo, CFP®
Senior Vice President,
Financial Advisor
Peter Vander Ploeg, CFP®
Vice President,
Financial Advisor
Peter Ashby, CFP®, AWMA®
Vice President,
Financial Advisor
Peter Ruffel, CRPS®
Manager, Defined Contribution
Philip Henninger, CFP®
Vice President,
Financial Advisor
Philip M. de Bruyn, LUTCF®
Principal
Phillip Epting, CFP®
Financial Advisor
Phillip C. Anderson, AIF®
Principal,
Financial Advisor
Philly Jones, CFA
Principal,
Financial Advisor
R. Chase Burkhart, CFP®
Vice President,
Financial Advisor
R. Ryan Adkerson
Vice President,
Financial Advisor
R. Scott Lowke, CFP®, AIF®
Principal,
Financial Advisor
Randy Byard
Vice President,
Financial Advisor
Randy Lee, CFP®
Principal,
Financial Advisor
Raquel Lopez, CFP®, CPWA®
Vice President,
Financial Advisor
Raquel Cruz
Financial Advisor,
Relationship Manager
Rebecca Hedtler, CEBS®
Financial Advisor
Rebecca Pouliot, CPA, CFP®, AEP®
Principal,
Financial Advisor
Regina Lewis, CPFA
Vice President,
Financial Advisor
Richard Rodriguez
Vice President,
Financial Advisor
Richard Torbinski
Principal,
Financial Advisor
Richard Rogers, CPA
Senior Vice President,
Financial Advisor
Richmond G. Bernhardt III
Principal,
Financial Advisor
Rick Shoff, AIF®, CM&AA®
Managing Director,
Advisor Group
Rob Solomon
Founder and Chief Strategist,
Bulldog Solutions, Inc.
Rob Richardson
Senior Vice President,
Financial Advisor
Rob Fee
Financial Advisor,
Relationship Manager
Rob A. Godwin, CPA
Principal,
Financial Advisor
Robert F. Piccirilli, CAIA®, CIMA®
Principal,
Financial Advisor
Robert A. Jones
Principal,
Financial Advisor
Robert C. Auditore
Principal,
Financial Advisor
Robert Peel
Financial Advisor
Robert Miller
Chief Financial Officer,
Corporate Services
Robert F. Warwick, CPA
Financial Advisor
Rod Waterbury, JD, CFP®
Principal,
Financial Advisor
Rodney Brooks
Ronald A. Heath
Financial Advisor,
Advice & Wellness
Rosanne Costello
Senior Vice President,
Financial Advisor
Roxanne Bellamy
Rush Benton, CFA
Senior Director,
Strategic Growth
Russell Miller, CFP®
Principal,
Financial Advisor
Russell Slagle, CPA, CFP®
Senior Associate,
Relationship Manager
Ruth Martinez, CPA
Financial Advisor,
Relationship Manager
Ryan W. Lee, CFP®
Senior Vice President,
Financial Advisor
Ryan Leach
Vice President,
Financial Advisor
Ryan Penniman, CPA
Principal,
Financial Advisor
Ryan Jantzen
Principal,
Financial Advisor
Ryan R. Griffin, CFA®
Vice President,
Financial Advisor
Sam Kirby, CFA
Senior Director,
Investment Strategist
Sam Dreibelbis, CPA, CFP®
Vice President,
Financial Advisor
Samuel (Bo) Perry, Jr.
Principal,
Financial Advisor
Sarah Chobot Falgiatano, AIF®
Principal
Sarah M Haynes
Senior Consultant
Sarah Cathey, AIF®
Vice President,
Financial Advisor
Scott A. Wertheim, AIF®, CEBS
Principal,
Financial Advisor
Scott T. Matheson, CFA, CPA
Managing Director,
Institutional Group
Scott Gordon, AIF®
Principal,
Financial Advisor
Scott Meggenberg
Principal
Scott Duncan, CFP®, CLU®, CHFC®
Senior Vice President,
Financial Advisor
Scott Mulvaney, AIF®, CFP®, CPFA, CRPS®
Vice President,
Financial Advisor
Scott Rubin, CFA
Senior Vice President,
Financial Advisor
Scott C. Thomas, CFP®, MBA
Principal,
Financial Advisor
Sean E. Teesdale, CFA
Vice President,
Financial Advisor
Seth Powell, CPA
Senior Associate,
Relationship Manager
Shale W. Latter
Vice President,
Financial Advisor
Shalethia Patton
Financial Advisor,
Advice & Wellness
Shane Hunter, CFP®
Principal,
Financial Advisor
Shane D. Price, CFP®
Principal
Shaun Eskamani
Principal,
Financial Advisor
Shawn T.H. Morris, CFP®, AAMS®
Vice President,
Financial Advisor
Sheridan B. Grace
Financial Advisor,
Relationship Manager
Sherry Thiltgen
Vice President,
Financial Advisor
Sidni Dohm, CFP®
Financial Advisor,
Relationship Manager
Spencer Brown, CFP®
Senior Associate,
Financial Advisor
Stan Kimball, CFP®, CPA
Principal,
Financial Advisor
Stephanie Smith, CPWA®
Financial Advisor,
Relationship Manager
Stephen H. Schott
Principal and Senior Director,
Institutional Religious Retirement and Foundation Services
Steve Wilt, CIMA®
Principal,
Financial Advisor
Steve Olafson, CFP®
Vice President,
Financial Advisor
Steve Coggins, AIF®
Principal,
Financial Advisor
Steven H. Morton, CFP®, CPA
Principal,
Financial Advisor
Susan Weiner
Susan Shoemaker, CFP®, AIFA
Principal,
Financial Advisor
Susan S. Willett, CFP®, CTFA
Vice President,
Financial Advisor
Susan Rich Harris, ChFC®
Senior Associate,
Relationship Manager
Sydney Jennings
Senior Associate,
Relationship Manager
Sylvana Smith
T. Grey Kennedy
Senior Financial Advisor
T. J. Bernard
Senior Associate,
Relationship Manager
Tad Kastman, CFP®
Senior Vice President,
Financial Advisor
Tammy Bryant
Senior Financial Advisor
Tanya Runyon
Financial Advisor
Tara Fuselier, CPA
Vice President,
Financial Advisor
Taylor Nowell
Financial Advisor
Taylor Bauerle
Principal,
Financial Advisor
Taylor Morrison, CFP®
Senior Associate,
Relationship Manager
Taylor J. Billings, CFA®
Financial Advisor,
Relationship Manager
Ted Lew, CFP®
Vice President,
Financial Advisor
Ted Garza
Financial Advisor,
Advice & Wellness
Ted Burke, AIF®
Principal,
Financial Advisor
Terence H. Crowgey, CFA
Principal,
Financial Advisor
Teresa Rhyne
Teri Parker, CFP®
Vice President,
Financial Advisor
Thomas Saunders, CFA, CFP®
Financial Advisor
Thomas Oliphint
Senior Vice President,
Financial Advisor
Thomas S. Gile, CIMA®
Principal
Thompson Schollaert
Associate,
Relationship Manager
Tiffany L. Walker, CFP®, ChFC®
Financial Advisor
Tim Callahan
Senior Vice President,
Financial Advisor
Tim Vos, AIFA®, CIMA®
Principal
Timothy Irvin, CFP®, CPFA®, AIF®, CHSA®, QKA
Senior Financial Advisor
Timothy Egan
Principal
Timothy D. Rice, AIF®, C(k)P®, CWS®
Principal,
Financial Advisor
Timothy J. VerSchure, AIF©, C(k)P©, CWS©
Principal,
Financial Advisor
Todd L. Jones, AIF®, ARPS, CFP®
Principal,
Financial Advisor
Todd Stewart
Tom Muldowney, C(k)P©
Vice President,
Financial Advisor
Tom Keane
Senior Associate,
Relationship Manager
Tom Reynolds, CPA
Principal,
Financial Advisor
Tom Hardgrove
Principal
Travis Whitten, CFP®
Principal,
Financial Advisor
Traynor Reitmeier, ARPS
Vice President,
Financial Advisor
Trevor Mansour
Associate,
Relationship Manager
Troy W. Anderson, CPFA®, QKA™
Vice President,
Financial Advisor
Troy Kerr
Senior Vice President,
Financial Advisor
Tyler Pugh, CFA, CMT
Vice President,
Financial Advisor
Tyler Sinclair, CFP®
Principal,
Financial Advisor
Tyler Chestnut
Financial Advisor,
Advice and Wellness
Tyron K. Estlick, CFA, CFP®
Principal,
Financial Advisor
Veronica Karas, CFP®
Senior Financial Advisor
Vinton E. Fountain, III
Principal,
Financial Advisor
Wade Bilbrey, CFP®, CRPC®
Senior Associate,
Relationship Manager
Walter E. Abele, CFP®
Financial Advisor
Wat Keys, CFP®, CRPS®
Financial Advisor,
Retirement Services
Wes Schantz, ChFC®
Principal,
Financial Advisor
Wesley Boyce, CFP®
Principal,
Financial Advisor
Will Chitwood
Vice President,
Financial Advisor
Will Froelich, CFA, CFP®
Principal,
Financial Advisor
Will Gabri, CFP®
Vice President,
Financial Advisor
Will Moody
Vice President,
Financial Advisor
William B. Blair, CFP®
Vice President,
Financial Advisor
William Altavilla, AIF®
Principal,
Financial Advisor
William (Bill) W. Paxton, CFP®
Principal,
Financial Advisor
Wilson S. Hoyle, III
Managing Director,
Head of the Advisor Group
Wilson S. Hoyle, III
Managing Director and
Head of the Advisor Group,
CAPTRUST
Yen Truong, CFP®
Senior Associate,
Financial Planning
Zack Sadler, CFA
Principal,
Financial Advisor
Zach McCann, AIF®, CIMA®
Senior Financial Advisor
