Meet Our Team

Our team is proud to bring extensive experience with specialized financial knowledge, and an elevated level of service to every client. We work together to support your financial goals and help you move forward with confidence as you plan for the future.

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Executive Team
Wealth Advisors
Directors
Relationship Managers
Financial Services
Operations
Compliance
Marketing
Human Resources
Other Key Roles
Explore Our Open Career Opportunities!

Capita Careers

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Financial Education Channel

ZACC CALL
MONEY EDUCATION

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Explore Our Network

The network you need. Reach out and have our team align your goals with a proven strategy!