Broker Check

Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Kent Thompson, CFP®, MSFS

Financial Advisor

919.719.3824

[email protected]

Social Security planning, Medicare benefits, long term care, and retirement income strategies are the main focus of Kent’s practice. He brings over 35 years of valuable experience to the team and is a CERTIFIED FINANCIAL...
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William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor, Team Leader

919-719-3839

[email protected]

As Team Leader, Will’s intention is to build an interdependent group of subject-matter experts who serve the clients of Capitol Financial Solutions in a world-class fashion. Will’s practice primarily focuses on retirement...

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Scott D. Sorrell, CLU®, ChFC®, CFP®, AIF®, RICP® CASL®, CLTC

Advanced Planning Advisor

919-719-3817

[email protected]

Scott focuses on comprehensive planning for clients, including estate planning strategies, financial planning, life insurance, and business succession planning. He has earned seven professional designations, including his CERTIFIED...

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

Financial Advisor

919-719-3816

[email protected]

Trevor is focused on helping individuals and families create financial independence. He is a graduate of North Carolina State University. He intends to build relationships in the medical community, as well as, lawyers, CPA’s, and...
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David Booker, CFP®, CRPC®

Financial Planner

919-719-3805

[email protected]

Comprehensive fee‐based financial planning and wealth management strategies are the main focus of David’s practice. He is a Raleigh native and has over 14 years of experience in the financial services industry. David was...

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Corbin Oliver, CFP®, AIF®, RICP®

 

Financial Advisor

919-719-3852

[email protected]

Corbin began his career with Capitol Financial Solutions immediately after graduating from the Poole College of Management at North Carolina State University in 2014 with a degree in Finance. Since then he has earned three professional...

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Andrew Rose, CFP® CLU®, RICP®

Financial Advisor

919.719.3853

[email protected]

Andrew has served in the financial planning industry since 2007. He started his career after graduating from North Carolina State University with a Business Management Degree (B.A.) and a concentration in Finance. Andrew specializes in...
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Devin Butler, AIF®, CRPC®

Financial Advisor

919-719-3801

[email protected]

Devin’s practice focuses on overall financial planning for young professionals, university personnel, and retirees. He works with people throughout North Carolina in order to help them focus on achieving their financial goals....
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Kelly Bradley

Practice Administrator

919-719-3828

[email protected]

Kelly has a background in employee retirement benefits and is dedicated to serving our clients in a world-class fashion. She is a graduate of North Carolina State University and enjoys spending time with her family and volunteering in...

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Jeff Harless

Plan Analyst

919-719-3814

[email protected]

Jeff worked nine years with the State of North Carolina’s 457(b) plan provider before the transition to his current role. An independent firm like Capitol Financial Solutions provides objective guidance to the clients we serve,...
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