Meet the team
The people behind your plan.
Our advisors chose independence for a reason. They wanted to build practices where the client relationship comes first — and the CAP platform gives them the infrastructure to do exactly that.
Since 2004 Independent RIA
CFP® · CFA · CPA Credentialed advisors
800+ Families Trusted across generations
Southwest Team
The advisors serving clients across the Southwest.
CAP Leadership
The partners who built CAP and continue to shape its direction.
Steve Larsen, CPA, CFP®
Founder
Financial PlanningTax CoordinationBusiness OwnersInvestment ManagementRetirement Planning
View profile
Keith Browning
Financial Planner | President
Retirement PlanningFinancial PlanningTax CoordinationInvestment Management
View profile
Jeremy Russell
Chief Investment Officer | Partner
Investment ManagementPrivate MarketsFinancial PlanningRetirement Planning
View profile
Kim Smith
Chief Financial Officer | Partner
Financial Planning
View profile
Aspen Carroll
Chief of Staff
RecruitingMarketingOffice ManagerTax Coordination
View profile
Angela Perkins
Director of Operations
Financial PlanningAdvisor Support Specialist
View profile
Not sure who to talk to first?
Reach out and we'll connect you with the right advisor for your situation.
Get Matched with an Advisor