Contact

Phone: 816.753.5100

Hours

Mon–Fri, 8:30 am–5:00 pm

Endowments & Foundations
Individuals
Retirement Plan Sponsors

Endowments & Foundations

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

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Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Leawood

Our national footprint empowers each of our advisors to bring deep expertise to every client experience. With a values-based approach, our advisors provide objective investment support and guidance that best support your goals. Contact your local office to see the suite of resources our wealth advisors have at their fingertips.

Our Team

Nick Blasi

Managing Principal

Sarah Cathey

Vice President,
Financial Advisor

Sidni Dohm

Financial Advisor,
Relationship Manager

Laura Greenbaum

Financial Advisor,
Relationship Manager

Clay Hartman

Senior Vice President,
Financial Advisor

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It is our job to serve as our clients’ personal CFOs, providing them with the tools and scenarios that can help them make the most informed decisions about their financial future. Planning is not static; it is always evolving. As such, we aim to build the strongest wealth and planning foundation for our clients upfront, so we are prepared to modify quickly when life happens.
Nick Blasi

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.