President and Managing Partner
Zacc obtained his bachelors in business administration from Westminster College. He is the President of Capita and a CFP® professional. He began his financial services career at Fidelity in 2007 and joined Capita in 2015. Zacc’s personal mission is: Deliver superior financial planning to as many households as possible. This mission is accomplished through guiding Capita’s advisors and distributing The Financial Call podcast of which he is a co-host. Zacc loves coaching soccer, mountain biking with his dog, and spending time with his family.
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!