Our mission is to help you live your best life.

Capstone Financial Group

Capstone Financial Group provides Dedicated Planning Services to help you work toward your goals and dreams—and ultimately live your best life. Whether you want to plan for retirement, protect your family in case of an unexpected event or leave a legacy for the people and causes you care about, our dependable team can help.

Capstone is defined as "a crowning achievement,” and we want you to feel like you’re one step closer to living your best life each time you work with us. Our name also means “a multifaceted assignment that serves as a culminating academic and intellectual experience.” Through collaborative teamwork, we will strive to educate and prepare you for a financial future that honors your goals, values, family and community. 

Team Intro

Capstone Financial Group provides Dedicated Planning Services to help you work toward your goals and dreams—and ultimately live your best life. Whether you want to plan for retirement, protect your family in case of an unexpected event or leave a legacy for the people and causes you care about, our dependable team can help.

Capstone is defined as "a crowning achievement,” and we want you to feel like you’re one step closer to living your best life each time you work with us. Our name also means “a multifaceted assignment that serves as a culminating academic and intellectual experience.” Through collaborative teamwork, we will strive to educate and prepare you for a financial future that honors your goals, values, family and community. 

Our story

Capstone Financial Group was launched in March 2020 by four long-term financial advisors who are also good friends. Our practice was created to improve the client experience and offer more comprehensive dedicated planning services. One of our specialties is serving clients in the “retirement red zone,” which includes those who plan to retire within the next five years or have retired within the past twenty years.

twelve men and seven women in professional clothing in front of office building

Our team

Scott Barth

Scott Barth

LUTCF®, FIC

Financial Consultant

Phil Novicki

Phil Novicki

FIC

Financial Advisor

Jesse Kvitek

Jesse Kvitek

CAP®, FIC, RICP®

Financial Advisor

Joel Brieske

Joel Brieske

FIC, RICP®

Financial Consultant

Lane Albrecht

Lane Albrecht

ChFC®, FIC, RICP®

Wealth Advisor

Michael Stade

Michael Stade

Financial Associate

Greg Buxa

Greg Buxa

FIC, RICP®, CCPS®

Financial Advisor

Nikki Martin

Nikki Martin

Financial Associate

Adam Schinke

Adam Schinke

MBA, CFP®, FIC, RICP®

Associate

Benjamin Tamms

Benjamin Tamms

FIC

Associate

Our advice approach

Building your financial blueprint

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.

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How we work with you

We are dedicated to delivering customized strategies and attentive service. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives.

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Our solutions

Dedicated planning services

Dedicated planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Insurance

Insurance

Illness. Injury. The loss of you or a loved one.

Investments

Investments

At Thrivent we believe money is a tool—not a goal.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

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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.

Thrivent membership benefits

Office information

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Operating Hours:

8AM – 4PM M-TH & 8AM – Noon Fridays

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Phone:

602-595-4065

Fax:

602-595-4075

Operating Hours:

M-F: 9am-5pm

A photo of our office

Operating Hours:

M-F: 9AM – 4PM

A photo of our office

Operating Hours:

M-F: 9AM – 5PM

A photo of our office

Operating Hours:

9AM – 4:30 M-TH & 9AM-Noon Fridays

A photo of our office

Operating Hours:

M-F: 9am-5pm

Operating Hours:

By appointment only