our team

Our team draws from over 90 years of collective experience. This expertise allows us to be a knowledgable resource on a broad range of financial matters.

Timothy P. Norton, CFP


Timothy P. Norton
Managing Director
Senior Investment Consultant
Ann Arbor, MI


Mr Norton has over 25 years experience in the financial services industry working extensively in the financial  advisory sector. As the Managing Director and Senior Investment Consultant with CapTrust Financial Advisors, Tim represents many long-term client relationships comprised of individuals, qualified/non-qualified retirement plans and foundations and endowments. Prior to establishing CapTrust, Mr. Norton was a Managing Director and Branch Manager with McDonald & Company Securities, Inc.

Mr. Norton received his undergraduate degree from Michigan State University. He is a member of the Investments & Wealth Institute, was a founding board member at Ann Arbor Commerce Bank, and is presently a board member treasurer at the Washtenaw Community College Foundation. He has also served on advisory committees on numerous investment and mutual fund companies. He is married with three children and lives in Ann Arbor.




Paul R. Moody
Managing Director
Boyne City, MI



Mr. Moody has over 32 years’ experience in the financial securities industry. He started with Manley, Bennett, McDonald in 1982 and most recently was a Managing Director at Optimal Capital LLC.  His career includes over 20 years as a Senior Vice President with premier global asset management firms PIMCO and Putnam.  As a Managing Director of CapTrust Advisors, Paul works with private clients, corporations and retirement plans in creating short/long term investment strategies.

Mr. Moody received his Business Degree from Western Michigan University and holds numerous security and insurance licenses.  Paul is married with four children and lives in Northern Michigan.


FINRA BrokerCheck