About Capstone
Capstone is a professional employer services consulting practice, where our advisors help small, mid and large-sized companies establish and manage the optimal environment to recruit and retain employees. Our services include Retirement Plan advising, Corporate Benefits consulting, and Wealth Management Services. We assist clients with provider benchmarking, analysis and selection, investment due diligence, fiduciary oversight, and education programs for retirement plan sponsors and participants.
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Our Leadership Team
Get to know the team behind your team’s custom business solutions.
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Richard Banziger
Founder/Managing Director, Retirement Services
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Josh Monk, MBA
Director of Wealth Management
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Christopher Muha
Managing Director of Corporate Benefits
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Irum Le
Vice President of Employee Benefits
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Brittany Yancey
Vice President of Employee Benefits
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Sean McGinn
Business Development Executive
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Jim Sinott
Vice President, Retirement Services
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Why do plan sponsors choose Capstone?
- We are retirement plan specialists, not generalists.
- We serve as a 3(21) or 3(38) fiduciary under ERISA through Kestra Advisory Services, LLC that signs on as an Investment Fiduciary, known as a 3(21) fiduciary under ERISA.
- Our exclusive plan audit and benchmarking service.
- Our proprietary investment selection and evaluation methodology.
- Custom built education programs tailored to the sophistication level of clients.
- Our ability to effectively communicate plan sponsor goals to plan participants.
Our Affiliations
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