CapTrust Financial Advisors Information
Contact top employees from
CapTrust Financial Advisors
Summary
In a confusing world saturated with information and conflicting advice, we are here to help guide you to a better and more secure financial future.
With over 20 years of experience incr...Show more
Organization Website | ctfa.com |
Industries | |
Employees Size | 50-100 employees |
Specialties | Financial Planning, Tax, Insurance and Estate Planning Review, Philanthropy and Giving Services, Investment Management, Closely Held Business Succession and Exit Planning, Preparing Heirs – Readying the next generation |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at CapTrust Financial Advisors shows a diverse range of experience levels:
8% for 3–4 years8% for 5–7 years8% for 8–10 years75% have over 11 years of service at CapTrust Financial AdvisorsContact top employees from
CapTrust Financial Advisors
Brian VandenBrink
Advisor | CEO
Lisa Schulist
Coordinator of First and Lasting Impressions
Keaton Brewer
Vice President | Financial Advisor
Barry Schmitt
Senior Vice President, Financial Advisor
Jim Johnson
Vice President, Financial Advisor
Bryan Linn
Advisor, CFO, COO | Partner
Ryan Tyler
Director: IT & Facilities
Ty Estlick
Principal/Financial Advisor
Judith Fanser
Client Management Consultant
Kris Zylstra
Relationship Manager
Rhonda Downum
Manager II, Wealth Client Services
Rhonda Bristow
New Accounts Consultant
Jonathan Klett
Operations Specialist at CapTrust Financial Advisors
Ashley Ketchum
Client Service and Compliance Associate
Danika Glauser
Relationship Manager
Emily Jordan
Client Service Associate
Kristine Zylstra
Relationship Manager
Scott DeMaagd
Advisor | Chief Investment Officer
Mark Medlin
Financial Advisor
Holden Keen
Client Management Associate
Andy Cooper
Senior Portfolio Manager
Paul Moody
Managing Director
Greg Middleton
Senior Manager, Advisor Support Group
Brenda Biggers
Senior Client Management Consultant
Margaret Landis
Senior Compliance Manager
Zachary Telfor
Finance Intern
Lesli Dumler
Client Management Consultant
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FAQ
CapTrust Financial Advisors operates in the Finance industries. More details can be found on the official website: ctfa.com.
The headquarters of CapTrust Financial Advisors are located in , United States.
CapTrust Financial Advisors currently employs 50-100 people.
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