Our team

Expertise: Investment Management 

Wealth Advisor Sam Chang, CFA®, founder and CEO of Capitol Region Group, has honed his passion for helping others invest intentionally. Sam’s calling to the team was nurtured by the first 16-years of his career working on Wall Street.

Book a consult with Sam Chang

Expertise: Legacy and Protection Planning 

As Chief Financial Officer and a senior partner of Capitol Region Group, Financial Advisor Kathy Crager, RICP, brings to the team, her passion for helping others fulfill theirs. Kathy is devoted to creating strategies that help individuals retain their wealth while protecting family and loved ones.

Book a consult with Kathy Crager 

^{*Million Dollar Round Table is an association of more than 62,000 of the world's leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service.}

Brooke Peters joins Capitol Region Group after a decade long career in the Long-Term Care industry where she worked as a Licensed Health Facility Administrator. Fueled by her commitment to support others, Brooke embraces her role as a Financial Associate, with a focus on fostering client relations.

Expertise: Retirement Income and Tax Planning 

Joint field work partner Soren Lancaster, Financial Advisor, collaborates with the team to share his extensive expertise on retirement income planning.

*Although Soren is not a member of Capitol Region Group, he partners with the team with retirement income planning joint field work. To learn more about Soren, please visit his website at: https://connect.thrivent.com/soren-lancaster/.

Joint field work partner, Jon Choi, Director of Investment Operations, collaborates with the team to share his extensive expertise on investments.

*Although Jon is not a member of Capitol Region Group, he partners with the team with retirement income planning joint field work. To learn more about Jon, please visit his website at: https://connect.thrivent.com/jon-choi.

Expertise: College Planning Specialist

Joint field work partner, Bill Leach, Financial Advisor, collaborates with the team to share his extensive expertise on college planning.

*Although Bill is not a member of Capitol Region Group, he partners with the team with retirement income planning joint field work. To learn more about Bill, please visit his website at: https://connect.thrivent.com/william-leach.

Expertise: Financial Planning

Joint field work partner, Karl Jenson, Financial Advisor, collaborates with the team to share his extensive expertise on general financial planning.

*Although Karl is not a member of Capitol Region Group, he partners with the team with general financial planning joint field work.

Expertise: Special Needs Planning

Joint field work partner, Hannah Magrum, Financial Advisor, collaborates with the team to share her extensive expertise on special needs planning.

*Although Hannah is not a member of Capitol Region Group, she partners with the team with special needs planning joint field work. To learn more about Hannah, please visit her website at: https://connect.thrivent.com/hannah-magrum/.

Expertise: Client Engagement 

Office Professional Cindy Clark is a primary point of contact for clients of the Capitol Region Group, answering phones and scheduling appointments. Cindy strives to deliver an exceptional client experience by effectively communicating our team’s values and promptly responding to client inquiries.

Expertise: Client Care

Office Professional Kelly Kelly is a primary point of contact for clients of the Capitol Region Group, answering phones and scheduling appointments. Kelly manages client applications and forms, aiming to streamline this process and eliminate errors.

Expertise: Client Care

Alisha Pearson, Office Professional, plays a vital role in client communication. Alisha assists the practice in prospecting, client outreach, and marketing our team’s upcoming events calendar.

Expertise: Digital Marketing Integration 

Marketing Specialist Whitney Small brings to the team, her knowledge of multi-platform digital marketing. Whitney’s responsibilities include coordinating team events, managing email marketing campaigns, and overseeing social media and website operations.

Capitol Region Group works with Thrivent’s Field Practice Solutions to better serve you. Emails from boxpod6fps@thrivent.com or calls from 920-628-4722 are part of our team’s communication and may require prompt action.

Capitol Region Group works with Thrivent’s Field Practice Solutions to better serve you. Emails from boxpod6fps@thrivent.com or calls from 920-628-4722 are part of our team’s communication and may require prompt action.

Capitol Region Group works with Thrivent’s Field Practice Solutions to better serve you. Emails from boxpod6fps@thrivent.com or calls from 920-628-4722 are part of our team’s communication and may require prompt action.

Capitol Region Group works with Thrivent’s Field Practice Solutions to better serve you. Emails from boxpod6fps@thrivent.com or calls from 920-628-4722 are part of our team’s communication and may require prompt action.