Our Team
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
Kent is dedicated to helping clients build a clear and confident path to retirement. His practice is centered around comprehensive retirement planning, including Social Security timing strategies, Medicare planning and enrollment guidance, long term care preparation, and creating sustainable retirement income strategies. He works closely with clients to turn their savings into a dependable income stream, helping ensure they can maintain their lifestyle while navigating market changes, taxes, and healthcare costs throughout retirement.
With more than 35 years of experience, Kent brings deep knowledge and a thoughtful, personalized approach to each client relationship. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Master’s degree in Financial Services.
A native of Southern Pines, Kent is actively involved in the community, including the Wake Tech Foundation, the Adult Care Home Community Advisory Committee, and North Raleigh Rotary and Raleigh Elks Lodge.
Trevor Lawson, CFP®, AIF®, RICP®, TPCP® , ChFC® , CLU®, CDFA®
Financial Advisor
Trevor began his career as a Financial Planner after earning his B.S. from North Carolina State University in 2013. Thereafter, he pursued the Certified Financial Planner® (CFP®) coursework through Duke University. In the years that followed, he has become a subject matter expert in helping people become best educated, organized, and prepared for retirement. In addition to providing ongoing support to his clients, Trevor teaches various financial planning courses to adult learners at several universities across the state of North Carolina. He is also the host of the "Retirement With and On Purpose" podcast, a show designed to help people thrive both financially and emotionally in retirement.
With a strong commitment to health & wellness, Trevor participates in a number of running and triathlon races throughout the year. He and his wife, Heather, and their daughter reside in Raleigh, North Carolina, and enjoy traveling, visiting museums, and trying new restaurants together.
William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning Advisor, Team Leader
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...
Scott Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC
Advanced Planning Advisor
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...
Andrew Rose, CFP® CLU®, RICP®
Financial Advisor
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...
Devin Butler, AIF®, CRPC®
Financial Advisor
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....