G. Ric Mundorf, CFP®, CEBS
Vice President, Financial Advisor
Ric is responsible for the delivery of trust, accounting, investment, compliance testing and participant education services to traditional and daily valued retirement plans. Since 1975, he has worked exclusively with retirement plans of all types and has served as a national account relationship manager to retirement Plan Sponsors. Ric joined CAPTRUST in 2005 from Hutchinson and Associates, where he served as a Senior Consultant responsible for actuarial and defined contribution reporting and delivery. He is a graduate of Wake Forest University and holds the Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER (CFP™) certification.
We believe advisory firms are only as strong as the people who create the advice. CAPTRUST professionals have decades of experience combined with extensive training in the fields of economics, finance, law, accounting, taxation and human resources. We are extremely proud of each member of our team – of their individual abilities, their dedication, their character, and their commitment to collective excellence.