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

Joshua Monk joined Capstone Retirement Group in 2015 as a Senior Financial Advisor, Portfolio Manager, and Education Specialist. he earned is Master’s Degree in Business Administration and Finance from Oklahoma City University in 2006. Since that time, Josh has worked in the financial services industry as a Financial Advisor in Private Wealth Management and a Consultant to Financial Advisors on an institutional level.

Prior to joining Capstone Retirement Group, Josh served as a Financial Advisor at Merrill Lynch and SunTrust Investment Services, inc., as well as a consultant to elite Financial Advisors while at ProShares Advisors, LC. his duties included financial planning, investment management and business banking.

At Capstone, Josh specializes in guiding individuals through the financial planning process by designing a holistic financial strategy and offering tailored investment solutions for the individuals and their families. His approach will consider your risk tolerance, time horizon, liquidity needs, and overall investment goals.

Josh holds a FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination). He also holds Life, Health and Variable insurance licenses in VA, MD, & DC.

Josh resides in Washington, DC with his wife Cassie, and two sons. As a graduate of the University of Oklahoma in 2004, he is an avid fan of the Oklahoma Sooners.

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.

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.