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What Does a Financial Advisor Do?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

What Is Socially Responsible Investing?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Reduce Money Anxiety and Take More Control

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Why Choosing The Right Health Insurance Is So Important

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How The Pandemic Can Affect Your Retirement?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Life Insurance in Your 30s

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How to Prepare for the Next Recession

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

What Do Biden’s Mortgage Protection Extensions Mean For You?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How to Buy Stocks for your Kids

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How Much House Should I Afford?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

A Plan B for Financial Success

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Should You Go Back To College?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How To Calculate Self-Employment Tax 

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

What Is Compounding Interest? 

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Should You Invest In Emerging Markets?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

5 Ways To Boost Your Retirement Savings

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How To Save For Retirement When You’re Self Employed

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Investing In Your Family’s Health

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Preparing For And Recovering From Disasters

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Making The Most Out Of Your Employer Benefits

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

What I Wish I’d Known About Preparing For Retirement

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

What Is Generational Investing And How Does It Affect Me?

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

5 Ways To Organize Your Financial Records

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

How To Make a Will And An Estate Plan 

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

Changing From An Active Investor To A Passive One

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers

5 Ways To Catch Up On Your Retirement Savings

Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
by 
Zacc Call

Portfolio Diversification: Too Much of a Good Thing? 

Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
by 
Zacc Call

Your Pension: Lump Sum vs. Monthly Payment

Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
by 
Zacc Call

When To Get Or Drop Life Insurance

Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
by 
Zacc Call

5 Retirement Income Risks: Health & Post-Medicare

Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
by 
Zacc Call

What should I do with my 401k?

Michael founded Capita Financial Network in 2008 with the vision of creating a collection of financial professionals to build a complete wealth management experience for the clients of Capita. Capita Financial Network continues to grow as the company fulfills its mission to "create the optimal wealth management experience". Mike spends most of his time building the company, finding strategic partnerships, presenting on financial topics, and building adventure packed events for like minded business owners to synergize together. Mike lives life fully through travel, high adventure, and his ranch in Texas.
by 
Mike Littledike

4 Key Financial Planning Principles for Millennial Entrepreneurs

Tyler has his bachelors in Professional Sales from Weber State University. He has spent over a decade in the financial services industry helping families successfully plan for retirement. During his time at Capita, Tyler has presented to thousands of retiree’s on the subject of retirement planning with a special focus on strategic social security planning. Tyler enjoys spending time with his wife and 5 children, supporting his kids in their activities, and playing sports.
by 
Tyler Williamson

Tax Code Changes: Financial Planning Tips You Need to Know

Cassie is a dynamic leader who has been instrumental in the growth and success of Capita since joining the company in 2013. With a Bachelor’s degree from BYU, where she also competed as an athlete in various sports, Cassie has always been passionate about pushing boundaries and empowering others to do the same. Her dedication to breaking barriers in a male-dominated field has earned her recognition, as Cassie has received awards from Utah Valley Business Q’s 40 Under 40, Utah Business’s Executive Excellence, and was instrumental in Capita being recognized as one of Utah’s 100 Companies Championing Women. In 2023, she received an invitation to join the board for Utah’s First Lady Abby Cox's initiative, where she supports Abby in advocating for Utah’s most vulnerable communities. Outside of work, she enjoys reading, spending time with her family, and traveling.
by 
Cassie Myers
Featured Posts
What should I do with my 401k?
Tax Code Changes: Financial Planning Tips You Need to Know
Contributors
The Financial Call
Zach Geertsen
Partner & Wealth Advisor
Rylie Reynolds
Director of Operations / Office Manager
Kaitlin Collins
Partner & Director of Marketing
Laura Hadley
Wealth Advisor
Josh Scott
Wealth Advisor
Jayson McGinnis
Partner & Wealth Advisor
Kelsey Dent
Partner & Director of Financial Services
Bart Wagstaff
Partner & Wealth Advisor
Mike Littledike
Founder and CEO
Cassie Myers
COO and Managing Partner
Tyler Williamson
Partner & Wealth Advisor
Zacc Call
President and Managing Partner
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© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.