Address

2262 Blue Stone Hills Dr #B
Harrisonburg, VA 22801

Contact

Phone: 540.442.6426

Who We Serve

Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–4:00 pm

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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CAPTRUST

Harrisonburg

Competitive retirement plans are a coveted benefit your employees deserve. With CAPTRUST’s suite of resources and expertise, our advisors have the information you need to make the right calls for successful retirement planning. Partner with your local Harrisonburg office to learn why our clients trust our unbiased advice.

Our Team

Jenifer Nesselrodt

Senior Financial Advisor,
Relationship Manager

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Kenneth J. Rogers

Principal,
Financial Advisor

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We are passionate about helping the average employee retire comfortably. We offer plan sponsors best-in-class 401(k) plans with high-quality investment menus with reasonable fees. By ensuring a competitive and attractive retirement plan, we believe employees will be more likely to engage.

Ken Rogers