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Meet Our Executive Team

Capita's executives provide strategic leadership, guiding our vision, decision-making, and long-term goals. They have assembled a highly trusted team, empowering them with tools to strive and succeed in providing superior comprehensive financial planning to our community. Their leadership ensures the company remains adaptable, forward-thinking, and committed to delivering excellence.

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 GUIDANCE PODCAST

THE FINANCIAL CALL

There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

Explore Our Network

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