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.
Leadership
The partners who built CAP and continue to shape its direction.
Steve Larsen, CPA, CFP®
Founder
Keith Browning
Financial Planner | President
Jeremy Russell
Chief Investment Officer | Partner
Kim Smith
Chief Financial Officer | Partner
Aspen Carroll
Chief of Staff
Angela Perkins
Director of Operations
Advisors
The people you'll work with directly on your financial plan.
Brian Schafer, CFP®
Financial Planner
Matt Foust, CPA, CDAA
Financial Advisor
Kyle T. Knigge, CFA, MBA
Investment Advisor
Susan Marshall, CPA
Financial Advisor
Tyson Blake
Financial Planner
Alex Foust
Investment Advisor Representative
Tyson Para
Johnnie Bevan
Health Insurance Consultant
Ken Thiefault
Financial Planner
Support
The team behind the scenes keeping everything running smoothly.
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