Email Us
tanner@capitamail.com
Call Us
(801) 566-5058

Meet Tanner

Tanner graduated May 2022 from Utah Valley University with a Bachelor’s degree in Personal Financial Planning. He grew up working for his dad’s construction company until he began working at Capita in October of 2021 and is now one of our Wealth Advisors. Tanner and his wife welcomed their first child in February 2022. He enjoys anything outdoors and watching football.

Fill out the form below to get in touch!

The Capita Way

Answer a few simple questions

The first consultation will provide many necessary answers
Tell us a bit about yourself,including your financial situation and goals.

Meeting your advisor

A personalized experience

Upon learning more about your financial goals in the first consultation we will be able to place you with an advisor and support team that best fits your needs. Your advisor is selected based on life status, your preferences, investment goals and the specializations that will help you most!

A structured path

A tailored gameplan for financial success

Your team will tailor your financial plan to suit your needs; taking into account your goals, time horizon, and risk tolerance. Your team is dedicated to constructing a plan that aligns with all the facets of your specific financial situation.

A constant guide

Our advisors are always available

As your situation evolves, your team will be able to help you with every area of your finances within our network. Whether it be connecting you with a CPA, an estate attorney, or a Medicare specialist.

Financial Success

Constant improvement

Our network includes a vast range of products and services in the market, which means we can shop around for the tools that best fit your unique needs. Your financial success is in great hands!

Fill Out Form to Download PDF

×
A Network of Services

Meet The Team

Mike Littledike

Founder and CEO

Cassie Myers

COO and Managing Partner

Zacc Call

President and Managing Partner

Tyler Williamson

Partner & Wealth Advisor

Bart Wagstaff

Partner & Wealth Advisor

Bart Wagstaff

Partner & Wealth Advisor

Kelsey Dent

Partner & Director of Financial Services

Kaitlin Collins

Partner & Director of Marketing

Jayson McGinnis

Partner & Wealth Advisor

Rinar Erickson

Partner & Wealth Advisor

You Have Questions, We Have Answers

FAQ

Enter Your Email

Download Our Social Security PDF Today

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