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
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
2025-04-30T21:30:00
What's Up Wednesday
Join us & come tell us "What's Up" with your business!
Networking event hosted by: Brooke Peters - Thrivent
No products will be sold. For additional disclosures, see Thrivent.com/social.
2025-05-12T22:00:00
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.
Space is limited. We kindly request your RSVP by Monday, May 5, 2025. This workshop is hosted by Capitol Region Group Wealth Advisor Sam Chang and Financial Advisor Kathy Crager.
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
2025-05-13T22:00:00
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.
Space is limited. We kindly request your RSVP by Tuesday, May 8, 2025. This workshop is hosted by Capitol Region Group Wealth Advisor Sam Chang and Financial Advisor Kathy Crager.
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
Investing in volatile markets: Smart strategies for confident investing
Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
529 Plans: Everything You Need to Know
College savings simplified with a 529 savings plan. 529 plans are an excellent means of saving for education and can also be a valuable estate planning and retirement savings tool. Whether you're a grandparent wanting to make contributions that work with your retirement planning or a parent looking to the future; consider this versatile savings strategy. For disclosure information, see Thrivent.com/social.
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment