Broker Check

Team


Collaboration is the key to helping our clients move closer to their personal, business, family and financial goals. Because of this awareness, we have put together a dedicated team of financial professionals and advisors with high core values and extensive experience in finance, law, insurance, and money management  to better serve the needs of our clients.*

The combined experience of our team brings a wide breadth of knowledge that we use to help protect, preserve, and grow what our clients have built. We are committed to taking the time to understand the goals of our clients, so that we are best able to construct a strategy around aligning their intentions with a plan of action.

*Representatives of Royal Alliance Associates, Inc. do not provide tax and legal advice.  Please consult your tax advisor or attorney for such guidance.


 

Andrew Rose, CFP®, CLU®, RICP®

Financial Advisor

919.719.3853

919.546.0888

arose@capfs.com

Andrew has served in the financial planning industry for ten years. He started his career after graduating from North Carolina State University with a Business Management Degree (B.A.) and a concentration in Finance. Andrew specializes...

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Corbin Oliver, CFP®, AIF®, RICP®

Financial Planner

919.719.3852

919.546.0888

coliver@capfs.com

Corbin has earned three professional designations (CERTIFIED FINANCIAL PLANNER™ certification, Accredited Investment Fiduciary® and Retirement Income Certified Professional®). He focuses on helping families plan for their...

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Devin Butler, CFP®,AIF®, CRPC®

Financial Advisor

919.719.3801

919.546.0888

dbutler@capfs.com

Devin’s practice focuses on overall financial planning for young professionals, university personnel, and retirees. He works with people throughout North Carolina in order to help them focus on achieving their financial goals....

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Kent Thompson, CFP®, MSFS

Financial Advisor

919-719-3824

kthompson@capfs.com

Social Security planning, Medicare benefits, long term care, and retirement income strategies are the main focus of Kent’s practice. He brings over 35 years of valuable experience to the team and is a CERTIFIED FINANCIAL...

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Scott D. Sorrell CFP®, AIF®, AEP®, ChFC®, CLU®, RICP®, CASL®, CLTC

Advanced Planning Advisor

919.719.3817

919.546.0888

ssorrell@capfs.com

Scott focuses on comprehensive planning for clients, including estate planning strategies, financial planning, life insurance, and business succession planning. He has earned seven professional designations, including his CERTIFIED...

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Trevor Lawson, CFP®, AIF®, RICP®, CLU®, CDFA®

Financial Advisor

919-719-3816

tlawson@capfs.com

Trevor is focused on helping individuals and families create financial independence. He is a graduate of North Carolina State University. He intends to build relationships in the medical community, as well as, lawyers, CPA’s, and...

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William Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor, Team Leader

919.719.3839

919.546.0888

wsmith@capfs.com

As Team Leader, Will’s intention is to build an interdependent group of subject-matter experts who serve the clients of Capitol Financial Solutions in a world-class fashion. Both the team and Will have received national...

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