Social Security and Retirement Planning Seminar
July 16th, 2025 | 6:30 - 8:00 PM
14658 S Bangerter Pkwy, Ste 300, Draper, UT 84020
Register Here
Social Security & Retirement Planning
Bart, a CFP® Professional with a Finance degree from the University of Utah, has nearly 20 years of wealth planning experience. He worked at Zions Bank, Goldman Sachs, and Fidelity Investments before joining Capita in 2018. Bart helps clients develop customized retirement strategies and wealth plans. He lives in Sandy, Utah, with his wife and four children.
With a Bachelor’s in Professional Sales from Weber State University, Tyler has been helping families plan for retirement for over a decade. He specializes in strategic Social Security planning and has presented to thousands of retirees. Outside of work, Tyler enjoys spending time with his wife and five children.
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Partner & Wealth Advisor
Partner & Wealth Advisor
Founder and CEO
COO and Managing Partner
President and Managing Partner
Partner & Wealth Advisor
Partner & Wealth Advisor
Partner & Director of Financial Services
Partner & Director of Marketing
Partner & Wealth Advisor
Partner & Wealth Advisor
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