Welcome to the Capstone Blog “Money in Motion.” Here, our team selects and writes articles intended to help our clients and their employees make better financial decisions. The information shared here is intended to supplement your investing and overall financial knowledge. As always, if you have complex questions or issues, it is wise to contact a financial advisor for specific advice. We hope you enjoy this monthly content.
Chris is the Managing Director for Corporate Benefits at Capstone. Chris is primarily focused on client engagement, retention and building out strategic partnerships for the firm. As an expert in the employee benefits industry, Chris brings more than a decade worth of experience. Prior to joining Capstone, he worked for NFP on their Business Development Team as a Senior Advisor.
He is a graduate of The Catholic University of America, and currently resides in Washington, D.C with his wife Caitlyn, and their two sons Jack and William. In his free time, whenever he has it, he enjoys his Peloton, Running and Golf.
Joshua Monk joined Capstone Retirement Group in 2015 as Director of Wealth Management. He also serves 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.
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 a high 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.
Taylor Wall serves as Director of Client Services for 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.