Client Advocacy Partners (CAP) is a group of advisors that are committed to furthering their knowledge and seeking creative and timely planning solutions for their clients. As an active part of CAP, we leverage the experience of eight selected leading advisors throughout the nation who collectively oversee more than a billion dollars in assets. As a member of CAP, your advisor has access to the accumulated experience of these professionals who are analyzing and implementing advanced financial strategies on a daily basis. CAP's expertise and collaborative approach gives us intellectual depth that adds value to our practices and most importantly to the clients we serve.
CAP is unaffiliated with HTK. Utilizing a CAP member does not guarantee a particular result nor eliminate the possibility of a loss. Individual results will vary. CAP membership is only conferred by other CAP members and is solely based on the group's own criteria.
Brian Rosenbaum Matthew Condon Ryan T. Fleming William P. Holmes
CFP CFP CFP, MSFS, ChFC, CLU, CASL, AEP ChFC
David Shoup Andrew Gardner Todd Jakubik Michael Scott
CFEd, CFP CFP ChFC, CFP