Capital Concepts Financial Group recognizes the importance of the client in every aspect of our business. We feel a sense of urgency in all customer related matters, insure that confidentiality is always maintained and act with complete honesty and integrity in everything that we do. Capital Concepts Financial Group’s staff members treat clients with the utmost courtesy, strive for a clear understanding of client needs and pay special attention to address those needs. In addition, our staff members always act in the best interest of the client.
Investment & Qualified Plans Division
Lawrence (LT) Thompson
Director of Investments & Qualified Plans/Director of Technology
Tina Farris
Wealth eValuator System Manager
Glenda Greene
VP Qualified Plans
Insurance Division
Faith Welch
Life & Disability Insurance Coordinator
Kaye Owenby
Administrative Assistant
Administrative Division
Nancy Setzer
Director of Administrative Services and Marketing
Pat Welch
Financial Director
Jennifer Bunton
Executive Assistant & Information Systems Administrator (ISA)
Sharon Wilson
WaveScan Assistant
Nita Greene
Receptionist
Lawrence (LT) Thompson
LT joined the firm in 2001 and is responsible the firm’s overall investment and asset management operations. He holds Series 7, 63, 24 and 51 securities licenses. As director of Technology, LT manages the processes and procedures for all IT related activities. He earned a Bachelor of Arts degree from Williams College where he was a member of the varsity men’s lacrosse team. In his spare time, LT’s time is spent with his family plus training for triathlons. (back to top)
Tina Farris
Tina joined the firm in 1999. She is responsible for assisting individual clients with utilization of the firm’s innovative; internet based financial planning system, Wealth eValuator. Also, Tina works closely with the advisors to prepare comprehensive reports for client reviews. When she’s not working, Tina enjoys spending time with family, walking her granddog, Pepper, and planning the next vacation abroad. (back to top)
Glenda Greene
Glenda has been with the firm since 1984. Her responsibility is to assist clients with the administration, compliance and fiduciary responsibilities associated with company sponsored retirement plans. Glenda enjoys getting away to “the mountain house” with her husband, four-wheeling and landscaping. (back to top)
Faith Welch
Faith joined Capital Concepts Financial Group as receptionist in 2000. As the Insurance Coordinator, she works as the liaison between the financial advisors, insurance companies and physicians. In her spare time, Faith likes to scrapbook, read, quilt, and create one-of-a-kind handmade cards. (back to top)
Kaye Owenby
Kaye joined the firm in 2007. She is responsible for the preparation and submission of applications plus handles various other administrative tasks. Outside the office Kaye enjoys spending time with her 3 Yorkshire Terriers and gardening plus she is an avid photographer. (back to top)
Nancy Setzer
Nancy joined the firm in 2001. She is responsible for the firm’s marketing, advertising and public relations. In addition, Nancy manages the support services, office administration and employee relations. She enjoys spending time with family and friends, playing with her 3 dogs and cat as well as reading and cooking. (back to top)
Pat Welch
Pat is responsible for the firms’ financial operations including all accounting, commissions, payables, and receivables, producing reports, and gathering and preparing tax information. She has worked at Capital Concepts Financial Group since 1991. In her spare time, Pat enjoys family gatherings, reading, church activities, playing hand bells and Sudoku. (back to top)
Jennifer Bunton
Jennifer joined the firm in 1993. She works closely with the advisors to help them prepare comprehensive presentations for client meetings. As ISA, Jennifer assists with the day-to-day management of the firm’s Information Technology. She enjoys gardening, working in her flower beds, movie night with the family, and walking. (back to top)
Sharon Wilson
Sharon is responsible document imaging/scanning and creating electronic copies of documents for the firm. She has worked at Capital Concepts Financial Group since 2006. Outside the office Sharon enjoys crocheting, riding motorcycles, reading and spending time with family and friends. (back to top)
Nita Greene
Nita joined the firm in 2007. Her responsibilities include greeting clients, purchasing office supplies and performing administrative duties to support all staff. In her spare time, Nita enjoys reading, dancing, walking with her German Shepherd and bible studies. (back to top)
