Joe received his bachelor’s degree in business management from Utah Valley University. He joined Capita in March 2023 after spending 3 years at B.O.S.S. Retirement Solutions as an Associate Wealth Advisor and Client Relations Specialist. Joe grew up in England and moved to Utah in 2018. His mission is to help others experience financial freedom by building a plan they can be confident in. In his spare time, you will find him playing golf, watching sports (specifically the Jazz and Leeds United), and spending time with his wife and daughter.
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!