WHY CAPSTAN?

We pride ourselves on the extensive tenure of our clients. Through our timely and responsive communication, our goal is to make you feel confident about making educated decisions as it relates to your retirement plan. We spend a great deal of time focusing on your needs in effort to ensure you have all the information necessary to stay informed and on top of your retirement plan.

 

  • Customized retirement plan solutions for companies large and small
  • Long client tenure and low turnover
  • 65 years of combined financial experience
  • Wall Street capabilities with a hometown Commitment
  • Spirited community involvement is part of our commitment and what makes service a cornerstone of Capstan's overall mission
  • Backed by the strength of the Wells Fargo Advisors Network, a non-bank subsidiary of Wells Fargo & Company

 

RETIREMENT PLAN SERVICES

  • 401(k) plans
  • Deferred compensation plans
  • Profit sharing plans
  • Defined benefit plans
  • SEP IRA, SIMPLE IRA
  • 403(b) plans
  • ESOP
  • 457 plans

 

WE JUST GET IT

As a plan fiduciary, we understand you must act as a prudent expert under ERISA and are held to a high standard of responsibility with plan-related decisions on investments, services providers, plan administration and general ERISA compliance issues.

We know these responsibilities can be cumbersome and time-consuming. Working with Capstan, we'll help ease the burden with a process-driven plan.

 

TAKE THE FIRST STEP TOWARDS A MORE DIGNIFIED RETIREMENT FOR YOU AND YOUR TEAM TODAY!

 


Email Nick

 

 

 

   

Nicholas Feather, CRPC®, AAMS®, AIF®
Senior Partner / Financial Consultant 

  • 14+ years of Financial Industry Experience
  • Directs Capstan Business Solutions Team
  • Chartered Retirement Plan CounselorSM(CRPC®)
  • Accredited Asset Manager SpecialistSM(AAMS®)
  • Accredited Investment Fiduciary®(AIF®)
  • 5-Star Wealth Manager*

    Click here for full bio

 

Email Mark

 

 

Mark Nickles
Financial Consultant, Partner

  • 27+ years of Financial Industry Experience
  • Directs Capstan Business Solutions Group Participant Education program
  • 5-Star Wealth Manager*
  • B.S., University of South Florida

    Click here for full bio

 

 

Email Ben

 

 

 

Ben Hatcher
Partner / Director of Client Development

  • 40+ years Banking and Financial Industry Experience
  • Directs Capstan's community outreach efforts
  • MBA, University of South Florida
  • B.S., University of Florida

    Click here for full bio

 


 

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