The Team

Capstone Wealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Helen Colon

Helen Colon

Financial Advisor

More about me...

Designations

CDFA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies

VISIT MY WEBSITE

Christian Rether

Christian Rether

Financial Advisor

More about me...

Designations

AAMS®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Bachelor of Arts, Anthropology, Ohio University 2011

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Jake Larrison

Financial Advisor

Our Staff

Borah Dawson

Borah Dawson

Client Concierge

Kristy Wade

Executive Assistant

Paul DeFrances

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