About Us
Welcome to Caputo & Associates,
where excellence in service meets a legacy of expertise.
Chris Caputo, originally from Toledo, OH entered the financial services industry in 1999. In 2006, Chris made the strategic move to the vibrant Bellevue area. Here, he forged a powerful partnership with Stanley Manbeck, a collaboration that would lay the foundation for the exceptional service standards we uphold today. Working side by side, Chris and Stanley combined their skills, experience, and unwavering commitment to client success.
In 2013, our team welcomed the addition of Kristin Zilles, bringing a fresh perspective and a wealth of knowledge to our dynamic group. Kristin seamlessly integrated into our Bellevue operations, enhancing our ability to meet and exceed the evolving needs of our valued clients.
A pivotal moment in our growth occurred in 2015 when Caputo & Associates expanded its reach by acquiring the Norwalk location, which had long been served by the esteemed Edward McClendon. This strategic move allowed us to broaden our footprint and extend our exceptional service to even more clients.
Today, Caputo & Associates operates as a unified team, cultivating an environment where collaboration, innovation, and a client-centric approach thrives. Our goal is simple yet profound: to provide the best service and experience possible.
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Enjoys spending time with husband Derek, and three children, Noah, Ella, & Nora
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Plays the Trombone
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Tends to be a picky eater with dire hatred for pickles
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True Soccer Mom on the pitch or watching at home.
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Christmas music is not just for December.
Lauren Burkhart
Operations Manager
Kristin Zilles
Registered Representative
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Married to husband Matthew with 2 daughters Ryleigh and Reagan
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Could live on Tacos and Cinnamon Rolls
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Cheered Competitively while attending The Ohio State University
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Deep love for organizing all things – some may call an obsession
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Still waiting on my letter from Hogwarts
Christopher Caputo
Registered Representative
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Enjoys traveling and experiencing other cultures
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Avid Cleveland Indians fan unwilling to accept the name change until they win a World Series
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Spends time volunteering and giving back to the community including approx. 15 mission trips
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Has a spunky Labradoodle named Murphy
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Enjoys cooking except for anything involving mushrooms.
Public Relations
Tabatha Shumway
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Has 3 very active kids and loves being involved in ALL the busyness with them!
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Always cold... but is constantly munching on ice, nonetheless.
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Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
-
Enjoys spending time with husband Derek, and three children, Noah, Ella, & Nora
-
Plays the Trombone
-
Tends to be a picky eater with dire hatred for pickles
-
True Soccer Mom on the pitch or watching at home.
-
Christmas music is not just for December.
Lauren Burkhart
Operations Manager
-
Has 3 very active kids and loves being involved in ALL the busyness with them!
-
Always cold... but is constantly munching on ice, nonetheless.
-
Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
Tabatha Shumway
Public Relations
-
Married to husband Matthew with 2 daughters Ryleigh and Reagan
-
Could live on Tacos and Cinnamon Rolls
-
Cheered Competitively while attending The Ohio State University
-
Deep love for organizing all things – some may call an obsession
-
Still waiting on my letter from Hogwarts
Kristin Zilles
Registered Representative
-
Has 3 very active kids and loves being involved in ALL the busyness with them!
-
Always cold... but is constantly munching on ice, nonetheless.
-
Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
Tabatha Shumway
Public Relations
-
Enjoys traveling and experiencing other cultures
-
Avid Cleveland Indians fan unwilling to accept the name change until they win a World Series
-
Spends time volunteering and giving back to the community including approx. 15 mission trips
-
Has a spunky Labradoodle named Murphy
-
Enjoys cooking except for anything involving mushrooms.
Christopher Caputo
Registered Representative
-
Has 3 very active kids and loves being involved in ALL the busyness with them!
-
Always cold... but is constantly munching on ice, nonetheless.
-
Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
Tabatha Shumway
Public Relations
-
Has 3 very active kids and loves being involved in ALL the busyness with them!
-
Always cold... but is constantly munching on ice, nonetheless.
-
Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
Tabatha Shumway
Public Relations
-
Has 3 very active kids and loves being involved in ALL the busyness with them!
-
Always cold... but is constantly munching on ice, nonetheless.
-
Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
Tabatha Shumway
Public Relations
Lauren Burkhart
Operations Manager
Enjoys spending time with husband Derek, and three children, Noah, Ella, & Nora
Plays the Trombone
Tends to be a picky eater with dire hatred for pickles
True Soccer Mom on the pitch or watching at home.
Christmas music is not just for December.
Kristin Zilles
Registered Representative
-
Married to husband Matthew with 2 daughters Ryleigh and Reagan
-
Could live on Tacos and Cinnamon Rolls
-
Cheered Competitively while attending The Ohio State University
-
Deep love for organizing all things – some may call an obsession
-
Still waiting on my letter from Hogwarts
Christopher Caputo
Registered Representative
-
Enjoys traveling and experiencing other cultures
-
Avid Cleveland Indians fan unwilling to accept the name change until they win a World Series
-
Spends time volunteering and giving back to the community including approx. 15 mission trips
-
Has a spunky Labradoodle named Murphy
-
Enjoys cooking except for anything involving mushrooms.
Tabatha Shumway
Public Relations
-
Has 3 very active kids and loves being involved in ALL the busyness with them!
-
Always cold... but is constantly munching on ice, nonetheless.
-
Danced competitively in high school and earned a spot on the ProBowl Halftime Show Dance Team in Hawaii.
-
Owns a ridiculous amount of shoes... was over 200 pairs last time she counted!
-
Has a serious infatuation with Post-It notes.
Services
We are a comprehensive financial services firm committed to helping our clients achieve financial success. Financial Planning for us isn’t simply accumulating wealth. Our team will work closely to assess and optimize your current situation and develop a customized financial plan to accomplish your specific goals. We understand that change is constant and that each individual faces unique challenges. As a result, we believe your plan should remain flexible and adapt to wherever life’s journey takes you. We find success together by helping you make your plans a reality because at the end of the day what matters to you, truly matters to us.
Financial Planning
We believe in creating customized financial plans for our clients. Outlining specific steps to achieve your goals and monitoring progress along the way. We take pride in our commitment to service and value the relationships we build above all else.
Investment Services
Whether buying a home, saving for college, retirement planning or building a business, we are here to help turn your goals into reality. Investing involves more than choosing a few stocks. Based on your current circumstances, financial goals and timeline, we develop an investment strategy that focuses on what matters most to you.
Insurance
An essential part of any sound financial plan, insurance transfers the risks of life from you to the insurance company. A proper strategy can protect your family from life’s unexpected challenges and the financial consequences that come along with them.
Our plans remain conscious of tax and estate planning considerations which may be applicable to your specific situation. Together we can ensure assets are properly designated and protected.
Tax & Estate Planning
Insurance
An essential part of any sound financial plan, insurance transfers the risks of life from you to the insurance company. A proper strategy can protect your family from life’s unexpected challenges and the financial consequences that come along with them.
Tax & Estate Planning
Our plans remain conscious of tax and estate planning considerations which may be applicable to your specific situation. Together we can ensure assets are properly designated and protected.
Insurance
An essential part of any sound financial plan, insurance transfers the risks of life from you to the insurance company. A proper strategy can protect your family from life’s unexpected challenges and the financial consequences that come along with them.
Tax & Estate Planning
Our plans remain conscious of tax and estate planning considerations which may be applicable to your specific situation. Together we can ensure assets are properly designated and protected.
We’re good with numbers
Facts & Figures
Years in Business
25
Years of Combined Experience
36
Assets Under Management
$200 M
Locations in
Bellevue & Norwalk
2
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge and Caputo & Associates are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CO, FL, HI, IN, MI, NC, OH, SC, TN. No offers may be made or accepted from any resident outside the specific states referenced.