Tim finished his Bachelor of Science in Business Management from University of Phoenix and went on to become a CFP® professional. Tim is also a Certified Divorce Financial Analyst® and has helped many clients figure out how to navigate dividing their assets equitably through the divorce process. Tim started his finance career at Fidelity Investments in 2007 and joined Capita in 2021. His love of details, spreadsheets, and helping people made being a financial advisor a perfect fit. Tim and his family love Disneyland and going to the theater.
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!