Bart has a degree in Finance from the University of Utah and is a CFP® Professional. With nearly 20 years of wealth planning experience, Bart has worked for Zions Bank (2 years), Goldman Sachs (6.5 years), and Fidelity Investments (5.5 years). He arrived at Capita in 2018 and quickly became a key member of the team. Bart engages with individuals, families, and business owners by helping them develop customized wealth planning solutions. He resides with his wife and 4 children in Sandy, Utah.
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!
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