Meet Our Team

Our team is proud to bring extensive experience with specialized financial knowledge, and an elevated level of service to every client. We work together to support your financial goals and help you move forward with confidence as you plan for the future.

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Executive Team
Wealth Advisors
Directors
Relationship Managers
Financial Services
Operations
Compliance
Marketing
Human Resources
Other Key Roles
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Executive Team
Wealth Advisors
Directors
Relationship Managers
Financial Services
Operations
Compliance
Marketing
Human Resources
Other Key Roles

Mike Littledike

Founder and CEO

Cassie Myers

COO and Managing Partner

Zacc Call

President and Managing Partner

Tyler Williamson

Partner & Wealth Advisor

Bart Wagstaff

Partner & Wealth Advisor

Kelsey Dent

Partner & Director of Financial Services

Kaitlin Collins

Partner & Director of Marketing

Jayson McGinnis

Partner & Wealth Advisor

Rinar Erickson

Partner & Wealth Advisor

Zach Geertsen

Partner & Wealth Advisor

Tyson Long

Partner & Wealth Advisor

Lindsay Hadley

Director of Client Relations

Scott Watko

Chief Compliance Officer

Todd Storrs

Wealth Management Director

Mallhory Jones

Director of Human Resources

Lijeein Jassim

Payroll Clerk

Laura Hadley

Wealth Advisor

Tim Gottfredson

Wealth Advisor

Rich Gurr

Wealth Advisor

Joseph Kent

Wealth Advisor

Brock Andersen

Wealth Advisor

Alison Frasca

Wealth Advisor

Rylie Reynolds

Director of Operations / Office Manager

Kyle Cuvelier

Risk Associate

Tanner Smith

Wealth Advisor

Josh Scott

Wealth Advisor

Tyler Schenk

Wealth Advisor

Nate Christensen

Wealth Advisor

Katie Brinkerhoff

Wealth Advisor

Andrew Angerbauer

Wealth Advisor

Melanie Tinling

Relationship Manager

Carson Strong

Relationship Manager

Danielle Lewis

Relationship Manager

Tia Hinderliter

Relationship Manager

Tyson Williamson

Director of Investment Operations

Sean Jones

Financial Planner, Centralized Planning Team

Kim Solomon

Analyst, Centralized Planning Team

DJ Nelson

Account Executive

Walker Stahle

Financial Services Team Lead

Cristian Avila

Financial Services Associate

Shayla Lamb

Executive Assistant

Bradyn Haderlie

Financial Services Associate

Jane Clayton

Executive Director of Return & Rise

Liz Guerrero

Financial Services Associate

Zach Newman

Financial Services Associate

Ben Coburn

Financial Services Associate

Cristian Haymes

Financial Services Intern

Robby Howe

Financial Services Associate

Sydney Davis

Financial Services Intern

Shannon Lundberg

Marketing Assistant

Jackie Smith

Marketing Assistant

Avery Ballantyne

Event Coordinator

Hayley Pett

Marketing Assistant

Ashley Hardy

Marketing Assistant

Lauren Jacobson

Office Manager

Anna Larson

Operations Assistant

Milena Overstreet

Operations Associate

Amanda Jackson

Operations Assistant

Tony Inkley

Social Media and Podcast Producer
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FINANCIAL GUIDANCE PODCAST

THE FINANCIAL CALL

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.

Explore The Guided Path SERIES

Topics Discussed:

  • Income Planning
  • Social Security
  • Investing
  • Tax Planning
  • Estate Planning
  • Business Owners
  • Charitable Giving
  • Insurance

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Disclosures
© 2025 Capita Financial Network. All rights reserved.

All information provided through Education is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Capita Financial Network. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
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Capita Financial Network does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
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© 2025  All advisory services offered through Capita Financial Network, a SEC registered investment advisor. Registration with the SEC does not imply certain training or skill. Results are not guaranteed.