Andrew graduated from the University of Utah in 2016 with a bachelor's degree in Economics. He has over five years of experience in the financial services industry as a CFP® Professional with a CRPC® designation, driven by a passion for helping clients achieve their financial goals. Andrew is fluent in three languages and enjoys traveling, sports, the outdoors, and spending time with his wife and son.
Terri received her PHD in Philosophy from the University of Utah. After working at Intermountain for nearly 30 years, she recently retired as the Director of Employee Wellness. Capita is excited to have her as our Wellness Consultant!