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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, 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 90 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 Approach | Our Story | 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®

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
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The Washington Update

Oct 27, 2026, 5:00 PM UTC - Oct 27, 2026, 11:30 PM UTC
Virtual
Tuesday, October 27 at 1:00 p.m.Tuesday, October 27 at 7:30 p.m.How does what's happening in Washington affect your bottom line?During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
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Feed Northeast 2026

Nov 1, 2026, 3:59 AM UTC
Virtual
This October, the Thrivent Member Network - Northeast is helping Members combat food insecurity in communities across the region with the Feed Northeast 2026 Thrivent Action Team Incentive program. You can be a part of it!Apply for a Thrivent Action Team to host a food collection in your church, school, workplace, or community. If your group collects a minimum of 500 items for donation to a local food pantry, that non-profit could be eligible to receive an additional $500 from Thrivent.CLICK HERE for all the details you need to know to participate.No products will be sold. For additional disclosure information, see Thrivent.com/social.
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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.
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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.