Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Robert W. Allen, MBA, ChFC®, CLU®

Partner

(804) 622-1721

Rob@CapstoneAccess.com

Office: (804) 270-7626, ext. 1721

Wealth management is not a sprint

As founder and managing partner of Capstone Financial Partners, Rob is responsible for all of the managerial duties that come with running a business. Still, his passion remains wealth management. Rob considers himself a financial personal trainer, helping clients to evaluate their resources and goals, then drawing up a roadmap that connects the two and outlines efficient and achievable steps to progress clients forward. He borrows this disciplined approach from his experience competing in the IRONMAN Triathlon, which requires a mental toughness that focuses on long-range planning for unexpected events ahead. Clients who share this love for feats of physical endurance are in luck: every spring Rob plans a bike trip through the Allegheny and Blue Ridge Mountains, covering 220 miles over the course of three days.

Staying active and finding a balance

Rob is happily married with four children, all of whom enjoy the great outdoors as much as their dad. For Rob, finding the right balance between family, work and exercise is the key to happiness. Making memories with his family at the beach during the summer or running and biking on the open road with clients and friends are just a few of the ways he prefers to pass the time. These activities have the added benefit of keeping Rob in shape both physically and mentally. He is especially fond of the way that exercise brings people together. Taking on a new challenge, alongside clients and friends, is a great way to get to know yourself and loved ones. Rob is active with the Richmond Triathlon Club and a member of Shady Grove United Methodist Church.

Education

Master of Business Administration, University of Richmond; Master in Education, Old Dominion University; Bachelor of Arts in Health, University of Richmond

Licenses

FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) ; Life, Health and Annuities licensed in VA, MD, NY, FL, IL, NC, AZ, CA, GA, MI, PA, SC and WV

Designations

Chartered Financial Consultant® (ChFC®); Chartered Life Underwriter® (CLU®).

Marcel R. Morin, AIF, CLTC, CFS®

Partner

(804) 622-1731

Marcel@CapstoneAccess.com

Office: (804) 270-7626 ext. 1731

As a Wealth Manager with Capstone Financial Partners, Marcel has one goal in mind for his clients, to put them first. He has dedicated his professional career to helping people make wise decisions regarding their finances whatever the circumstances might be; investment management, retirement income and estate planning, and social security planning. Regardless of what stage you are in your retirement planning process, Marcel builds a realistic financial plan to help you achieve the lifestyle you want once you leave the workforce. Marcel collaborates with tax professionals and estate planning attorneys to craft a comprehensive and customized retirement plan to help you create a lifetime income stream. As an industry leader, he has assisted retirees, high net-worth individuals, professionals, and small business owners to optimize their wealth and investments.

Capstone Financial Partners’ culture is one of listening to you tell the story of your goals and objectives, then making recommendations while keeping you involved every step of the way. Marcel believes it is an ongoing process of getting to know you, your family, your goals, and diligently monitoring your investments in an ever-changing marketplace.

Marcel is a proud father of three and enjoys spending time with family and friends. He loves to golf, participate in outdoor activities, and enjoys spending time in the Shenandoah Valley!

Licenses

FINRA Series 7 (General Securities Representative) and Series 65 (Uniform Investment Advisor Law Exam). Life, Health and Annuities licensed in VA, SC, MD, CA, ME, NH, MA, NY, FL, and TX.

Designations

Accredited Investment Fiduciary (AIF); Certification in Long Term Care (CLTC); Certified Fund Specialist® (CFS®)

Brad Gibson

Associate Wealth Manager

804-622-1734

Brad@CapstoneAccess.com

Office: (804) 270-7626, ext. 1734

As an Associate Financial Advisor, Brad serves as an integral part of the investment selection and portfolio construction process. Furthermore, he provides support on client accounts through assisting in client meetings and ensuring all accounts contain accurate and up to date information. Before joining Capstone Financial Partners, Brad graduated Magna Cum Laude from the University of Richmond with a major in Business Administration with a concentration in Finance. During his time there, Brad was a member of the Student Managed Investment Fund, which is a student organization responsible for investing money from the school’s endowment in public equities throughout the school year. Additionally, he was a member of the club soccer team and was a practice player on Richmond’s Division I Women’s Soccer Team. His previous internship experiences have been focused around wealth management and investment research that he looks forward to continuing in his new role.

Stephanie Young

Client Service Representative

(804) 622-1724

Stephanie@CapstoneAccess.com

Office: (804) 270-7626, ext. 1724

As client service representative, Stephanie assists Rob with client communications, service requests and account processing.

Stephanie lives in Glen Allen with her husband and two children. After work and on the weekends she enjoys running and spending time with her family.

Education

Master of Education and Instruction, Virginia Commonwealth University; Bachelor of Science in Elementary Education, Bowling Green State University; Professional Endorsement in Administration and Supervision, Virginia Commonwealth University

Peyton Morin

Client Service Representative

(804) 622-1732

Peyton@CapstoneAccess.com

Office: (804) 270-7626 ext. 1732

As a client service representative to Marcel, Peyton is responsible for setting up and assisting with educational workshops, client relations, and paperwork processing. She enjoys getting to know our clients and helping them achieve their retirement goals.

Peyton is also a Physical Therapist and continues to practice in the home health setting in the community on a part time basis. In her spare time, Peyton enjoys spending time with her family and friends, traveling, and staying active.  Peyton is wife to Marcel. 

Education

Doctor of Physical Therapy, Virginia Commonwealth University; Bachelor of Science in Health Sciences, James Madison University.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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