Our Consulting Team

Richard Banziger

Richard is the President and founding member of the Capstone Retirement Group. He manages the group’s strategic client relationships and develops growth opportunities for the practice. Richard also serves as the key liaison between Plan Sponsors and Plan Service Providers, ensuring the highest quality of standards and service for clients.  He is an expert in plan design, participant education, fiduciary oversight, investment selection and service provider management.

Richard brings more than 30 years of qualified retirement plan experience and holds various securities licenses.

Richard is a graduate of James Madison University and currently resides in McLean, VA.

Josh Monk, MBA

Josh Monk serves as a seasoned Financial Advisor and Education Specialist for the Capstone Retirement Group, working with businesses and individuals. Josh specializes in tailored investment advice that addresses your risk tolerance, time horizon, liquidity needs, and overall investment goals. Our holistic financial strategies strive to optimize both the asset and credit side of your personal balance sheet by assisting in the areas of retirement, tax minimization, wealth transfer, and legacy planning strategies to solve your most pressing financial concerns.

Through Josh’s training and experience, he has received various securities licenses. Josh holds a Bachelors Degree from the University of Oklahoma, and an MBA in Finance from Oklahoma City University.

Josh resides in Washington, DC with his wife Cassie and son.

Taylor Wall, CRPS®

Taylor Wall serves as a Senior Client Associate of the Capstone Retirement Group. Taylor pro-actively supports new and existing client relationships. He assists in providing ongoing investment analysis due diligence, fiduciary oversight support, and assistance to plan sponsors, including administrative investment option plan change processing and reconciliation.

Taylor is licensed and credentialed as a Chartered Retirement Plan Specialist.

Taylor resides in Alexandria, VA. In his free time, he enjoys playing golf and watching college and professional sports.

Darsh Makim, CRPC®, AIF®

Darsh serves as a liaison between Plan Sponsors and Plan Service Providers, ensuring the highest quality of standards and service for clients.  He is an expert in defining plan goals, developing fiduciary oversight, qualified plan design, fee benchmarking, investment selection and service provider management.

Through Darsh’s training and experience, he has received his Chartered Retirement Plan Counselor (CRPC®) and Accredited Investment Fiduciary (AIF®) designations, as well as his various Securities, Life and Health Insurance licenses.

Darsh is a graduate of Purdue University and currently resides in Arlington, VA.

Sunny Patel

Sunny Patel serves as a Business Development Manager for the Capstone Retirement Group. Sunny leads business development efforts for Capstone Retirement Group. His primary role is developing new relationships and supporting existing relationships. He is licensed and knowledgeable in the 401(k) industry.

Sunny resides in Arlington, VA. In his free time, he enjoys spending time with his family.

About Capstone Retirement Group

Capstone Retirement Group is a professional retirement plan consulting practice. We partner with plan fiduciaries to help identify and implement the optimal retirement plan for their organization.

7777 Leesburg Pike, Ste 301N
Falls Church, VA 22043
Tel: 703.291.8200
Fax: 202.747.5267
Email:
info@capstoneRG.com

 

Check the background of this firm on:

FINRA’s BrokerCheck

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS.