About Us

Our Story

CAPSTONE Investment Group, LLC offers wisdom with understanding that spans decades of market change. With more than 100 years of combined fiduciary experience, the advisors place priority on personal relationships with each client and how their goals blend with a disciplined approach to money management.

Sandra K. Drennon, Jeff Wachtman, Bryan Pettit and Donna Monda work diligently and collaboratively to bring traditional financial planning, advising and management of your money in today’s complex markets. This synergistic team uses research, daily oversight, and unbiased asset management along with best practices to shape their role as trusted advisors. They are known for relentless research and substantial investment into professional resources because of the high value they place on personal relationships.

Founded in 2004, CAPSTONE’s nearly 20-year foundation continues to be based on the principles of wisdom, discipline and understanding, CAPSTONE Investment Group is not another big wire house, but instead built on the bedrock of financial planning and managing funds on a discretionary basis with client relationship as the cornerstone. This vision continues today as the CAPSTONE Team places high value on personal relationships and generational understanding of your financial and estate planning needs.

Our Mission

Wisdom, discipline and understanding are the foundation of our mission to serve clients. Together we pursue financial success with the goal of building and managing wealth. We do this by growing meaningful relationships and understanding individual values, hope and fears. As a collaborative team, we work to deliver unbiased advising and active management of client funds.


About Us

Because you matter to us, our accomplished team of passionate professionals are ready to hear your financial and estate planning goals. If you don’t have any, we have a strategic approach to analyze your risk and leverage your time horizon to maximize your personal planning. We’d be honored to be part of a sustainable retirement and legacy plan for you and your family.

Meet the Team