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Our Team

Our top priority is to continually build a team who has your best interest at heart and who will always treat you with respect, loyalty and understanding. We are grateful to work with wonderful team members who love our clients and do their best to make the client experience as hassle-free and enjoyable as possible.

Rob Bettermann, RFC®

Registered Financial Consultant

Rob Bettermann founded Capstone Financial Planning with a clear vision that remains true today: provide clients with customized financial planning services to help them reach their financial goals and enhance the quality of their lives...

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Katie Holmes

Client Services Manager

Katie is our Client Services Manager. Her role involves overall client support and helping to provide a wonderful client experience. Her friendly, outgoing personality compliments her professionalism well. She is a skilled planner and...

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