Andrew graduated from the University of Utah in 2016 with a bachelor's degree in Economics. He also received his CFP® and CRPC® certifications. He has over five years of experience in the financial services industry and is driven by a passion for helping clients achieve their financial goals. Andrew is fluent in three languages and loves traveling. He also enjoys playing sports, watching the Utes, and spending time with his wife and son.
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!