Log in
Log in
Capitol Region Group mission banner image
At Capitol Region Group, our mission is to help you make wise financial decisions.
our team
We can't wait to meet you

Helping You Make Confident Financial Decisions Through Every Stage of Life

Your financial journey is unique—and your guidance should be, too. At Capitol Region Group, we partner with individuals, families, and small business owners who value a trusted, lifelong advisory relationship—guiding them to retire happy, invest wisely, and give generously. Whether you're planning for retirement, growing and protecting your wealth, investing for the future, or creating a legacy for the next generation, our team is here to help.

OUR MISSION

Inspiring purpose and possibility through personalized guidance on the path to financial freedom.

OUR VISION

To deliver best-in-class, customized financial planning solutions by educating clients, empowering informed decisions, and executing strategies that build long-term financial confidence.

A Coordinated Approach to Financial Planning

Much like a Chief Financial Officer helps businesses evaluate opportunities, manage resources, and make strategic financial decisions, our team partners with clients to help navigate the many moving parts of their personal financial lives.

Through education, empowerment, and execution, we help clients better understand their options, make informed decisions, and coordinate personalized strategies aligned with their goals. With more than 50 years of combined experience, our team works to simplify financial complexity through thoughtful planning. As your wealth grows, financial decisions often become increasingly interconnected—from retirement and investments to family, business, and legacy planning. Our role is to help bring those pieces together through a personalized, coordinated approach focused on your unique priorities and long-term objectives.

Let's Start the Conversation

Choosing a financial team is an important decision. Schedule a complimentary 15-minute introductory phone call with Sam Chang to discuss your priorities and explore how Capitol Region Group can help support your financial journey.

Schedule a 15-minute phone call with Sam Chang

Learn More About Our Team

Capitol Region Group Connection: Spring 2026 Newsletter | Our story | Our advice approach | How we work with you | FAQS

Sam Chang
Sam ChangWealth AdvisorCFA®
Scott Curtis
Scott CurtisFinancial AdvisorCFP®, FIC
Michelle Theiss
Michelle TheissDirector of Operations
Whitney Small
Whitney SmallOffice Professional
Jason Baird
Jason BairdFinancial Advisor
William Leach
William LeachFinancial AdvisorCKA®
Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.
Fortune 500 Icon
A.M. Best A++ Rating Icon
Assets Under Management Icon
Years of Service Icon
West Hartford Location
71 Raymond Road
West Hartford, CT 06107
Phone860-474-3600HoursM - F: 9 A.M. - 4 P.M. or by appointment

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 860-474-3600

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.