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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.


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The Capital Group - Office in Bethesda Maryland

About Us

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.

Leadership Team
Kevin FitzPatrick

Kevin FitzPatrick

Co-founder & Partner


Joseph Apa, AIF®

Co-founder & Partner

 Christopher Staub, AIF®

Christopher Staub, AIF®

Managing Partner

Lawrence Martinelli

Lawrence Martinelli

Chief Operating Officer

Management Team
Stephanie Williams, SPHR

Stephanie Williams, SPHR

Director, Service Delivery


Doug Gray

Director, Employee Benefits

Nicole L. Fender

Nicole L. Fender

Director, Benefits Compliance


Robert Hannan, AIF®, CFP®

Partner, Wealth Advisory

John Solomon

John Solomon

Director, Retirement Plan Services


Nazanin Kholdebarin

Senior Accounting Manager

Employee Benefits Consultants
Eric Mothershead

Eric Mothershead



Ryan Copenhaver



Ryan Reiskin

Senior Associate


Kahlil Perez

Senior Associate


Patrick S. Durbin

LUTCF, MHP, HIA, Senior Associate


Sarah Dunn


Timothy Taylor

Timothy Taylor


Retirement Plan/Wealth Management Consultants

Robert Hannan, AIF

Director, Wealth Advisory


Eric Friedman, CFA®

Director, Investment Research


Tim Sommer, AIF

Senior Wealth Advisor

The Capital Group

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.

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Services We Offer

Dynamic solutions to help businesses worry less and grow more.

Risk Management

We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.

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We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.

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We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.

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We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.

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HR Technology

Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.

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We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.

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Get in Touch

We are here to assist you with all your risk management, investment, employee benefit, and HR technology needs.