Alison is originally from San Diego, CA. She lives with her husband Philip and they have a border collie named Maui. Alison loves sunshine, nature, and spending time with family and good friends. Alison is a CFP® Professional and has a Bachelor's degree in Business Management from Azusa Pacific University. She was an Investment Portfolio Analyst at Fisher Investments before coming to Capita. She loves the people at Capita and strongly believes in the Capita philosophy to help every person who crosses our path. To her, being an advisor means building a trusting relationship and thinking about your money so that you don't have to.
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!
by Good Riot