A Key Member of Our Team

Brock Andersen

Brock Andersen

Wealth Advisor
Golf
Tennis
Trying new restaurants
Brock is a Wealth Advisor at Capita Financial Network. He is passionate about partnering with clients to help them feel confident about their future through high-touch financial planning. Prior to joining Capita, Brock was a Private Banker at J.P. Morgan Private Bank for eight years. He led a team of advisors delivering investment, banking, lending, and estate planning guidance to families in Utah, Arizona, and Idaho. Brock earned a degree in Finance from Brigham Young University. Brock and his wife, Sara, live in Highland, Utah. They love to travel and have a particular fondness for New York City, where Sara lived before they met, and Hawaii, where they were introduced by friends while on vacation.
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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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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© 2021  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.