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Brodie Barnes Email & Phone Number

Principal at M Financial Group
Location: Salt Lake City Metropolitan Area, United States, United States 5 work roles 3 schools
1 work email found @captrust.com 1 phone found area 801 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@captrust.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
M Financial Group
Role
Principal
Location
Salt Lake City Metropolitan Area, United States, United States
Company size
272 employees

Who is Brodie Barnes? Overview

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Quick answer

Brodie Barnes is listed as Principal at M Financial Group, a company with 272 employees, based in Salt Lake City Metropolitan Area, United States, 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

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{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.

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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
M Financial Group
Principal
Salt Lake City, UT, US
Website
mfin.com
Employees
272
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Company profile
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5 roles

Brodie Barnes work experience

A career timeline built from the work history available for this profile.

Principal, Financial Advisor At Captrust

Current
Captrust

Raleigh, NC, US

I 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

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
Team & coworkers

Colleagues at M Financial Group

Other employees you can reach at mfin.com. View company contacts for 272 employees →

LO Lisa Oleski, Rn, Bsn Lisa Oleski, Rn, Bsn Colleague at M Financial Group Greater Philadelphia, United States View → PS Preston Schram Preston Schram Colleague at M Financial Group Portland, Oregon, United States, United States View → DM Destaw Mekuriaw Destaw Mekuriaw Colleague at M Financial Group Amhara Region, Ethiopia, Ethiopia View → JC Joshua Caron Joshua Caron Colleague at M Financial Group Washington, District Of Columbia, United States, United States View → DD Deanna Dionisio Deanna Dionisio Colleague at M Financial Group Renton, Washington, United States, United States View → JC Jason Christian Jason Christian Colleague at M Financial Group Dallas, Texas, United States, United States View → MC Makenna Childers Makenna Childers Colleague at M Financial Group Troutdale, Oregon, United States, United States View → AG Andy Graves Andy Graves Colleague at M Financial Group Ann Arbor, Michigan, United States, United States View → MR Mukesh Rewar Mukesh Rewar Colleague at M Financial Group Neem Ka Thana, Rajasthan, India, India View → KJ Karima Jiwani Karima Jiwani Colleague at M Financial Group Palghar, Maharashtra, India, India 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, 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 Lisa Oleski, Rn, Bsn, Preston Schram, Destaw Mekuriaw, Joshua Caron, and Deanna Dionisio.

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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