A Key Member of Our Team

Liz Guerrero

Liz Guerrero

Client Service Specialist
Gardening
Cooking
Family
Liz has her Bachelors in Business Administration from Humboldt State University. She recently joined Capita in 2022 on the client service team. Prior to Capita, Liz worked for another RIA firm for three years as a Client Relationship Associate. She loves gardening, cooking, and spending time with husband and two dogs.
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