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: 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
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.
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.
2025-05-29T17:00:00
Money Canvas Workshop featuring Lisa Truong
Capitol Region Group invites you to a special workshop introducing Thrivent's Money Canvas®️ financial coaching program led by Lisa Truong, Money Canvas Community Engagement Specialist. This free program is designed to help you:
- Gain clarity on where your money is going
- Build better financial habits
- Maximize the impact of your money
Join us to learn how Money Canvas®️ can support you in taking meaningful steps toward financial confidence.
No products will be sold. For disclosure information, see Thrivent.com/social. 7972010.1
2025-06-24T18:00:00
Savvy Social Security
- When should I file for Social Security benefits?
- Will I pay taxes on my Social Security benefits?
- If I file and continue to work, how will my benefits be affected?
When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.
No products will be sold. See Thrivent.com/social for additional disclosures.
News and insights
Office information
Operating Hours:
M - F: 9 A.M. - 4 P.M. or by appointment