Contact

Phone: 612.347.7979

Hours

Mon–Thur, 8:00 am–5:00 pm
Fri, 8:00 am–4:00 pm

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Individuals
Retirement Plan Sponsors

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

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CAPTRUST
Minneapolis

We’re proud to extend our national footprint and expertise to cities across the country, including Minneapolis, MN. Equipped with a depth of resources and a powerhouse team of advisors, we’ll guide you through your unique challenges, offering extensive insights to create impactful solutions. Connect with your local CAPTRUST team to get started today.

Our Team

JoLynn Davis

Financial Advisor | Relationship Manager

Dara Day

Financial Advisor | Relationship Manager

Daniel Esch

Senior Vice President,
Financial Advisor

Tyron K. Estlick

Principal,
Financial Advisor

Chad Griffeth

Vice President,
Financial Advisor

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To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That’s the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
Fielding Miller

Resources

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.