Who We Are
At The Capital Group, we offer Employee Benefits Consulting, Retirement Plan Consulting, Wealth Management, Risk Management, and HR Technology Consulting. Our mission is to be a valued and trusted partner to the institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year.
At The Capital Group, leveraging our expertise to manage client costs is a specialty.
We have the experience and proficiency to determine if plans you have in place are as advantageous as those we can obtain on your behalf. Dedicated to the highest standard of performance, our professionals seek to fully understand your needs before delivering solutions that fit today and grow with your tomorrows.
Our team has extensive training in the laws and regulations that apply to employers including the ACA, FMLA, COBRA, HIPAA, and ERISA. These are of paramount importance as we go through the process of developing a program for you. We pride ourselves on little to no client turnover and have invested a great deal in the team that will be assigned to your account.
Our executive leadership represents the past, present, and future of The Captial Group. This team bonds and guides us as we enhance the lives of our clients. Meet the team, and get to know the unique personal and professional backgrounds, perspectives, and experiences of those that come together to serve you.
Meet Our Team
Our team succeeds in providing clients with results-oriented
experiences that move business forward.
Co-founder & Partner
Joseph Apa, AIF®
Co-founder & Partner
Christopher Staub, AIF®
Chief Operating Officer
Stephanie Williams, SPHR
Director, Service Delivery
Director, Employee Benefits
Nicole L. Fender
Director, Benefits Compliance
Robert Hannan, AIF®, CFP®
Partner, Wealth Advisory
Director, Retirement Plan Services
Senior Accounting Manager
Employee Benefits Consultants
Patrick S. Durbin
LUTCF, MHP, HIA, Senior Associate
Retirement Plan/Wealth Management Consultants
Robert Hannan, AIF
Director, Wealth Advisory
Eric Friedman, CFA®
Director, Investment Research
Tim Sommer, AIF
Senior Wealth Advisor
Are You Ready To Get Started?
If you're ready to develop business and financial plans that crystallize your goals and develop your future, we would be pleased to provide you with a proposal and quote for our services.
Request A Quote
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Services We Offer
Dynamic solutions to help businesses worry less and grow more.
We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.Explore now
We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.Explore now
We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.Explore now
We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.Explore now
Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.Explore now
We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.Explore now
Get in Touch
We are here to assist you with all your risk management, investment, employee benefit, and HR technology needs.