A Key Member of Our Team

Zach Geertsen

Zach Geertsen

Partner & Wealth Advisor
Zach graduated from the University of Utah with a bachelors in Finance and is a CFP® professional. He has been working in the financial services industry since 2010 when he joined Fidelity Investments and joined Capita in 2021. His passion lies in working closely with individuals and families to obtain financial freedom and enjoy the money they’ve worked hard for throughout their career. He enjoys spending time with his wife and 3 kids. His favorite pastime is watching his kids pursue their extracurricular activities.
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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