Josh got his bachelor’s from Utah Valley University in Personal Financial Planning. Josh is a CFP® professional and an Associate Wealth Advisor on the Advisory Team here at Capita. He finds great joy in meeting new people each day, hearing their stories and strategizing how to accomplish their financial goals. In his free time, you will find him running around with his kids, playing sports, or riding his electric scooter.
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!