Capitalis Team

Our team is here to help you spend your life living, not worrying about your finances. Our skills and abilities shine through with our professional designations. What those credentials don't say is how we care for our clients.

 

Mark Elliott Kull , CFP®, ChFC®, CLU®, CASL®, RICP®

Founder

Office 502-562-2441


Email

Read Bio

Jason Sterrett , CFA®, CFP®, CPA

Director of Investments

Office 502-562-2471


Email

Read Bio

Lauren E Atkinson

Director of Planning and Investment Operations

Office 502-562-2400


Email

Read Bio

Frankie Hilbert

Director of Client Experience

Office 502-562-2400


Email

Read Bio