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Brodie Barnes Email & Phone Number
Principal
at
M Financial Group
1 work email found
@captrust.com
1 phone found area 801
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal
Location
Salt Lake City Metropolitan Area, United States
Company size
Who is Brodie Barnes? Overview
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Quick answer
Brodie Barnes is listed as Principal at M Financial Group, a with 272 employees, based in Salt Lake City Metropolitan Area, United States. AeroLeads shows a work email signal at captrust.com, phone signal with area code 801, and a matched LinkedIn profile for Brodie Barnes.
Brodie Barnes previously worked as Principal, Financial Advisor at CAPTRUST at Captrust and Founding Partner at Knox Capital Group. Brodie Barnes holds Bs, Finance from University Of Utah - David Eccles School Of Business.
Company email context
Email format at M Financial Group
This section adds company-level context without repeating Brodie Barnes's masked contact details.
{first}.{last}@captrust.com
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AeroLeads found 1 current-domain work email signal for Brodie Barnes. Compare company email patterns before reaching out.
Profile bio
About Brodie Barnes
Brodie joined CAPTRUST in 2017 when Knox Capital Group, the company he helped found in 2003 merged into CAPTRUST. In his more than 27 years in the industry, he has focused on generating innovative and creative solutions that help business owners, affluent clients, and institutions plan for the future regarding retirement, investment management, wealth transfer, and benefit plans. Brodie was one of the youngest principals ever invited to join M Financial Group at the age of 29.Brodie works as part of an integrated team that specializes in institutional benefit consulting, income tax planning, wealth transfer and estate planning, philanthropic planning, and asset management. His team serves high-quality institutions, high-net-worth families, and business owners. The team consists of a former family office head, former Big Four tax partner, and a growing group of professionals with deep institutional investment management expertise.
Listed skills include Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, and 23 others.
Current workplace
Brodie Barnes's current company
Company context helps verify the profile and gives searchers a useful next step.
M Financial Group
5 roles
Brodie Barnes work experience
A career timeline built from the work history available for this profile.
Principal, Financial Advisor At Captrust
CurrentI am a principal at CAPTRUST's Salt Lake City office, where we predominantly service clients in the Intermountain region of the Western United States, with particularly strong markets in Salt Lake City, UT; Las Vegas, NV; Pacific Northwest and Southern California.
Dec 2017 - Present
Principal
Current
Aug 2003 - Present
Founding Partner
Knox Capital Group
Brodie started Knox Capital Group after leaving Lincoln Financial. At the age of 29, he was one of the youngest principal to be invited to the M Financial Group. Knox built a strong boutique wealth management practice before being acquired by CAPTRUST in late 2017.
Aug 2003 - Dec 2017
Advisor
Jan 2000 - Sep 2003
Team & coworkers
Colleagues at M Financial Group
Other employees you can reach at mfin.com. View company contacts for 272 employees →
BG
Benjamin Graves
Colleague at M Financial GroupPortland, Oregon, United States
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JA
Jamie Alworden
Colleague at M Financial GroupDallas, Texas, United States
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KM
Katie Miller
Colleague at M Financial GroupPortland, Oregon Metropolitan Area, United States
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DA
David Anderson, Cfp®
Colleague at M Financial GroupPortland, Oregon, United States
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EK
Edie Kindle
Colleague at M Financial GroupVancouver, Washington, United States
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LA
Lorri Alexander
Colleague at M Financial GroupPortland, Oregon Metropolitan Area, United States
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MM
Michelle Mackey
Colleague at M Financial GroupPortland, Oregon, United States
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RF
Roy Fuller
Colleague at M Financial GroupScappoose, Oregon, United States
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BM
Blake Myer
Colleague at M Financial GroupPortland, Oregon, United States
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CS
Chad S. Carnahan
Colleague at M Financial GroupPortland, Oregon, United States
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Benjamin Graves
Colleague at M Financial GroupPortland, Oregon, United States
View →
JA
Jamie Alworden
Colleague at M Financial GroupDallas, Texas, United States
View →
KM
Katie Miller
Colleague at M Financial GroupPortland, Oregon Metropolitan Area, United States
View →
DA
David Anderson, Cfp®
Colleague at M Financial GroupPortland, Oregon, United States
View →
EK
Edie Kindle
Colleague at M Financial GroupVancouver, Washington, United States
View →
LA
Lorri Alexander
Colleague at M Financial GroupPortland, Oregon Metropolitan Area, United States
View →
MM
Michelle Mackey
Colleague at M Financial GroupPortland, Oregon, United States
View →
RF
Roy Fuller
Colleague at M Financial GroupScappoose, Oregon, United States
View →
BM
Blake Myer
Colleague at M Financial GroupPortland, Oregon, United States
View →
CS
Chad S. Carnahan
Colleague at M Financial GroupPortland, Oregon, United States
View →
3 education records
Brodie Barnes education
Bs, Finance
University Of Utah - David Eccles School Of Business
Cfp
College For Financial Planning
Chfc
The American College Of Financial Services
FAQ
Frequently asked questions about Brodie Barnes
Quick answers generated from the profile data available on this page.
What company does Brodie Barnes work for?
Brodie Barnes works for M Financial Group.
What is Brodie Barnes's role at M Financial Group?
Brodie Barnes is listed as Principal at M Financial Group.
What is Brodie Barnes's email address?
AeroLeads has found 1 work email signal at @captrust.com for Brodie Barnes at M Financial Group.
What is Brodie Barnes's phone number?
AeroLeads has found 1 phone signal(s) with area code 801 for Brodie Barnes at M Financial Group.
Where is Brodie Barnes based?
Brodie Barnes is based in Salt Lake City Metropolitan Area, United States while working with M Financial Group.
What companies has Brodie Barnes worked for?
Brodie Barnes has worked for M Financial Group, Captrust, Knox Capital Group, and Lincoln Financial Advisors.
Who are Brodie Barnes's colleagues at M Financial Group?
Brodie Barnes's colleagues at M Financial Group include Benjamin Graves, Jamie Alworden, Katie Miller, David Anderson, Cfp®, and Edie Kindle.
How can I contact Brodie Barnes?
You can use AeroLeads to view verified contact signals for Brodie Barnes at M Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Brodie Barnes attend?
Brodie Barnes holds Bs, Finance from University Of Utah - David Eccles School Of Business.
What skills is Brodie Barnes known for?
Brodie Barnes is listed with skills including Retirement Planning, Investment Advisory, Wealth Management, Estate Planning, Alternative Investments, Investment Strategies, Investments, and Investment Management.
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