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.
Southwest Leadership
Leading CAP's Southwest practice.
CAP Leadership
The partners who built CAP and continue to shape its direction.
Steve Larsen, CPA, CFP®
Founder
Financial PlanningTax CoordinationBusiness Owners
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Keith Browning
Financial Planner | President
Retirement PlanningFinancial PlanningTax Coordination
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Jeremy Russell
Chief Investment Officer | Partner
Investment ManagementPrivate MarketsFinancial Planning
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Kim Smith
Chief Financial Officer | Partner
Financial Planning
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