At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management,  Employee Benefits, Retirement Plan Consulting, and HR Technology.

Our mission is to be a valued and trusted partner to 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.

In 2021, TCG partnered with the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients.

BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Employee Benefits

The Capital Group

The Capital Group's headquarters in Bethesda, MD, United States

Robert Hannan

Tim Taylor

Eric Mothershead

Nazanin Kholdebarin

Kevin Fitzpatrick

Alice Weakly

Jennifer Potter

Stephanie Williams

Scott Cancellare

Kathleen Schaffner

Coleman Kelley

Edward C.

The Client Management team at The Capital Group is responsible for ensuring the satisfaction and retention of institutional and individual clients by providing exceptional service and personalized financial solutions. They manage relationships, oversee the implementation of retirement plans, wealth management, and risk management strategies, and serve as trusted advisors to guide clients through their financial journey. This team works collaboratively to address client needs, resolve issues, and help clients achieve their financial goals.

Client Management

The Employee Benefits team at The Capital Group (TCG) is dedicated to designing, implementing, and managing comprehensive benefits programs for our clients. This team ensures compliance with regulatory requirements, enhances client satisfaction through excellent service, and leverages technology to streamline benefits administration. By offering expert consultation and support, they help clients attract and retain top talent while optimizing their benefits strategies.

The Leadership Team at The Capital Group (TCG) is responsible for steering the strategic direction of the company, making critical business decisions, and fostering a culture that aligns with the company’s mission and values. Comprised of experienced partners and managing partners, this team ensures the delivery of exceptional financial solutions and services to clients, supports growth initiatives, and maintains the organizational alignment needed to thrive in a dynamic market environment.

The Capital Group

Org chart

Teams

Client Management

Employee Benefits

Leadership Team

Offices

The Capital Group

Org chart

Teams

Client Management

Employee Benefits

Leadership Team

Offices

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