Katie holds a Master of Science degree in Financial Planning and Analytics from Utah Valley University where she also completed her undergraduate degree in Business Management. Prior to Capita, she spent 9 years at Raymond James and 2 years at Fidelity Investments. Katie is passionate about helping all individuals, especially women, feel confident about their own personal finances. When not chasing her husband and 2 boys on their dirt bikes, Katie enjoys weekend road trips and trying new recipes.
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