Capstone Welcomes Two New Team Members

Capstone Financial Advisors is pleased to announce two new team members: Cole Urban and Jeremy Lorenz will join the firm as Financial Planning Analysts.

Cole graduated from the University of Illinois with a Bachelor of Science degree in Finance. During his tenure at the University of Illinois, Cole was involved with on-campus organizations, including the University of Illinois Financial Planning Club and Phi Sigma Pi National Honors Fraternity, where he engaged in numerous community service projects. Cole is a James Scholar and graduated with distinction.

Jeremy graduated from the Illinois State University College of Business with a degree in Managerial Economics and minor degrees in Financial Planning, Computer Science and Math. During his course of study, Jeremy served as President and Treasurer for ISU’s Math Tutoring Club.

At Capstone, we know that our greatest asset is our people. These new hires reflect our commitment to developing top talent and our continued dedication to client services.

Capstone Financial Advisors is an independent financial advisory firm built on a foundation of market knowledge and personalized client service. Our team of professionals is committed to helping our clients enhance their financial success and achieve their dreams. The core of Capstone’s client service structure is our Service Teams, consisting of Senior Wealth Advisors, Wealth Advisors, Financial Planners, and Client Service Specialists.