Capitol Region Group
People. Process. Progress.
Similar to how CFOs can be responsible for helping businesses optimize financial operations, our team of financial advisors assist and partner with clients in various aspects of their financial lives. Whether it’s investing wisely, protecting their loved ones with life insurance, or creating a strong retirement income plan, Capitol Region Group is committed to helping clients navigate the complexities of life’s financial journey.
With over 40 years of combined experience, it is our team's mission to help you thrive by providing the education, empowerment, and execution needed to work toward financial freedom. We understand your finances are an integral part of your life and will strive to provide best-in-class, customized and comprehensive financial advice and solutions each step of the way. Our commitment is to collaborate with professionals across multiple financial disciplines to develop, coordinate and implement sophisticated strategies customized to your needs.
As an accomplished family or individual, affluence can not only open doors to opportunity but may usher in greater complexity. Often times, the more wealth you accumulate, the more difficult it can become to make clear, confident financial decisions that consider and weigh the impact across your personal, family, business and philanthropic assets and goals.
Choosing the right financial team is an important part of one’s journey toward financial freedom. If you’re ready to take the next step, schedule a 15-minute introductory phone call with us today.
Schedule a 15-minute phone call with Sam Chang | Schedule a 15-minute phone call with Kathy Crager
Popular Resources:
Capitol Region Group Connection: Spring 2025 Newsletter | Our story | Our advice approach | How we work with you | FAQS
People. Process. Progress.
Similar to how CFOs can be responsible for helping businesses optimize financial operations, our team of financial advisors assist and partner with clients in various aspects of their financial lives. Whether it’s investing wisely, protecting their loved ones with life insurance, or creating a strong retirement income plan, Capitol Region Group is committed to helping clients navigate the complexities of life’s financial journey.
With over 40 years of combined experience, it is our team's mission to help you thrive by providing the education, empowerment, and execution needed to work toward financial freedom. We understand your finances are an integral part of your life and will strive to provide best-in-class, customized and comprehensive financial advice and solutions each step of the way. Our commitment is to collaborate with professionals across multiple financial disciplines to develop, coordinate and implement sophisticated strategies customized to your needs.
As an accomplished family or individual, affluence can not only open doors to opportunity but may usher in greater complexity. Often times, the more wealth you accumulate, the more difficult it can become to make clear, confident financial decisions that consider and weigh the impact across your personal, family, business and philanthropic assets and goals.
Choosing the right financial team is an important part of one’s journey toward financial freedom. If you’re ready to take the next step, schedule a 15-minute introductory phone call with us today.
Schedule a 15-minute phone call with Sam Chang | Schedule a 15-minute phone call with Kathy Crager
Popular Resources:
Capitol Region Group Connection: Spring 2025 Newsletter | Our story | Our advice approach | How we work with you | FAQS
Our Story
Since its inception, Capitol Region Group has focused on providing a team-based approach to client care. This enables us to utilize our team members’ unique areas of expertise when building your personalized, holistic financial plan. Our team has grown steadily over the years and now boasts multiple financial professionals with a variety of specialties.
Choosing the right financial team is an important part of one’s journey toward financial freedom. Press play below to learn about the three-step client onboarding process we use to help ensure what we do aligns with your principles. Then, if you’re ready to take the next step, schedule a 15-minute introductory phone call with us today.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
We invest our time in learning more about you and your loved ones. Our financial expertise and comprehensive advice help you see where you stand today, tomorrow and beyond.
Schedule a 15-minute phone call with Sam Chang | Schedule a 15-minute phone call with Kathy Crager
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-05-28T20:00:00
What’s Up Wednesday: Share What’s New with Your Business!
Join us for "What’s Up Wednesday," an engaging networking event designed for entrepreneurs, small business owners, and local leaders.
Whether you’re launching a new product, seeking resources, or simply looking to build meaningful connections, "What’s Up Wednesday" offers a welcoming space to engage, exchange ideas, and grow your network.
This event is hosted by Financial Associate Brooke Peters.
- May 28, 2025
- June 25, 2025
- July 30, 2025
- August 27, 2025
- September 24, 2025
- October 29, 2025
- November 26, 2025
- December 31, 2025
Don’t miss this opportunity to connect, collaborate, and stay in the know!
No products will be sold. For additional disclosures, see Thrivent.com/social.
2025-07-15T23:00:00
Social Security: Timing Is Everything
Timing is everything when it comes to Social Security benefits. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources.
Reserve a space today! Contact Kelly at 260-333-1683 or kelly.kelly@thrivent.com.
No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See Thrivent.com/social for important disclosures. 27878-9M R3-24
2025-07-15T23:00:00
Prepare Wisely: Estate Strategy Essentials
Who needs an estate plan? You. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials where you’ll learn how to use the right tools to make your wishes known about your health, end-of-life decisions and asset distribution. Your loved ones will be grateful.
Reserve a space today! Contact Kelly at 260-333-1683 or kelly.kelly@thrivent.com.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for important disclosures. 27878-11M R9-20
News and insights
Welcome! You are invited to join a webinar: July Market and Economic Update presented by Thrivent. After registering, you will receive a confirmation email about joining the webinar.
Don’t miss Thrivent’s Market & Economic Update livestream this Tuesday, July 15 at 12:30 p.m. ET. Thrivent investment leaders will share their perspectives on the health of today’s economy, market implications of current global geopolitical events, inflation and interest rates, and how your investments may be affected by market fluctuations. The more you know, the better you can plan for what’s next. Don’t miss this opportunity to stay informed. Reserve your seat today 👉 https://bit.ly/4lALgVz No products will be sold. See thrivent.com/social for important disclosures.
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment