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
Popular Resources:
Capitol Region Group Connection: Fall 2024 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
Popular Resources:
Capitol Region Group Connection: Fall 2024 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.
Our solutions
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
2025-04-08T17:00:00
Estate Planning 101: Wills, Trusts, Incapacity Planning and Beyond
Preparing an estate plan can be a daunting task, particularly if you’re not familiar with the terminology or available options.
Capitol Region Group is thrilled to introduce guest speaker, Allison Poirier, Partner from KKC Law, LLP, who will provide a high-level overview of key estate planning documents and how they function as part of your overall plan. She will also address common questions, such as:
- How do I keep my assets out of probate?
- How can I make sure my wishes are honored if I become incapacitated?
Hosted by Capitol Region Group.
No products will be sold. Allison Poirier, Partner at KKC Law, LLP is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Allison Poirier are her own and not necessarily those of Thrivent or its affiliates. For additional disclosures, see Thrivent.com/social.
2025-04-08T17:00:00
The Washington Update
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
2025-04-15T17:30:00
Market and Economic Update
Wondering how to navigate current market conditions?
Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S.
Don’t miss this opportunity to learn what the latest economic trends could mean for you.
No products will be sold. Thrivent.com/disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
News and insights
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment