About Us

Our People

At Capstone experience runs deep and wide. We come from diverse backgrounds and have traversed many miles in and around the financial planning industry supporting all types of clients. For you, this translates to reliable and effective financial wisdom that has endured the tests, twists, and turns of time.

“Plan for the future and don’t let the future control you. Most things in life can be prepared for with the help of a good team of advisors.”

Lance Brant, CPA

Meet the Team