A Key Member of Our Team

Danielle Lewis

Danielle Lewis

Relationship Manager
Mountains
Travel
True Crime Podcasts
Danielle graduated from Utah Valley University in May of 2022 with a bachelor’s in Personal Financial Planning. She joined the Capita client service team in 2022 and moved to the relationship management team in August 2024. At UVU, she volunteered in the Money Success Center, helping students with their budgeting, student loans, and credit. She loves to travel, especially to the East Coast.
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!

The links below showcase my featured highlights.
Join The Community!

Sign up for our newsletter and learn more.

Financial Education •  Offers & Updates •  Join the Community

Make it simple.
Think Capita.

Made with by Good Riot
Learn More
Services
Disclosures
© 2024 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.
‍
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.
‍
© 2024  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.