Our Team

Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Scott Sorrell

Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC

Advanced Planning Advisor

ssorrell@capfs.com

William Smith

William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor, Team Leader

wsmith@capfs.com

Earl Chesson

Earl Chesson, CLU®, ChFC®, CAP

Chartered Advisor in Philanthropy

echesson@capfs.com

Kent Thompson

Kent Thompson, CFP®, MSFS

Financial Advisor

kthompson@capfs.com

Trevor Lawson

Trevor Lawson, CFP®, AIF®, RICP®, ChFC® , CLU®, CDFA®

Financial Advisor

tlawson@capfs.com

Corbin Oliver

Corbin Oliver, CFP®,AIF®, RICP®

Financial Advisor

coliver@capfs.com

Andrew Rose

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

arose@capfs.com

Devin Butler

Devin Butler, CFP,® AIF®, CRPC®

Financial Advisor

dbutler@capfs.com

Cal Shelton

Financial Advisor

cshelton@capfs.com

Kathy Palmer

Kathy Palmer

Practice Manager

kpalmer@capfs.com

Emilee Lane

Emilee Lane

Client Service Associate

elane@capfs.com