Our Story

Meet Dan and Aaron

The story of Capstone starts with two grade school friends who found themselves
as 20-year colleagues in the benefits industry and attending the same church. 

They found they were both committed to their
faith and the idea that how we treat clients 
matters beyond the bottom line.

These two tenets serve as the foundation for everything we do.

About The Capstone Group
About The Capstone Group
About The Capstone Group
About The Capstone Group

Meet The Capstone Group

In 2005, Dan and Aaron established Capstone Administrators.
They quickly realized their clients needed a straight forward compliance solution
and developed ComplianceDashboard in 2007. 

Today, The Capstone Group operates two divisions and two main offices in Indiana and
North Carolina. Both companies are filled with extraordinary people committed to
making a difference in our clients lives, every single day.

Our Capstone 8

About The Capstone Group Our Capstone 8

Our Capstone 8 is a set of values that uphold our team culture and our clients.

Every member of the team uses the Capstone 8 to make our clients days less hectic, less complicated, and more efficient. 

We make it our top priority to provide  you with personal, thoughtful service, delivered by real people that know you and your goals. 


Meet Our Leadership

Aaron Curtis


Dan Bond


Jason Stratman

Chief Information Officer

Lesley Marling

Chief Operating Officer,

Mark Lamberth

Mark Lamberth

Sr. Vice President

Michelle Thomas

Chief Financial Officer

Rachel Smith

Chief Operating Officer,
Capstone Administrators

Stephen James

Sr. Vice President

Check out our companies making employee benefits simpler!

Our hope is that when you work with our divisions, you will experience our mission:

To ensure you have time for other things! 

Capstone Administrators

Health Plan Administration

ComplianceDashboard Logo


Benefits Compliance and Risk Management

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