Join us for a live Q&A on investing with financial advisors Alison Frasca and Katie Brinkerhoff, alongside relationship manager Melanie Tinling. The session will be moderated by financial advisor Laura Hadley.
Katie holds a Master of Science degree in Financial Planning and Analytics from Utah Valley University where she also completed her undergraduate degree in Business Management. Katie is passionate about helping all individuals, especially women, feel confident about their own personal finances.
Alison is originally from San Diego, CA. She lives with her husband Philip and they have a border collie named Maui. Alison is a CFP® Professional and has a Bachelor's degree in Business Management from Azusa Pacific University. She loves the people at Capita and strongly believes in the Capita philosophy to help every person who crosses our path.
Melanie holds a Bachelor's degree in Nutrition and Dietetics from Brigham Young University, and worked in healthcare before coming to Capita. Melanie enjoys supporting our advisors and clients as they collaborate to create a financial life filled with purpose and meaning.
There are a ton of financial planning resources available, but how many of those are applicable to both beginner and advanced financial learners? The Financial Call has the answers. We've built this podcast so no matter where you're at with your financial knowledge, you can jump in at the beginning, learn the basics and then build upon that.
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