Financial education for everyone

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UPCOMING EVENTS

In-Person

Brunch & Learn

February 18th

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Webinar

Investing with Confidence

March 11

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In-Person

Brunch & Learn

May 2026

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MEET OUR HOSTS

Katie Brinkerhoff
Wealth Advisor

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. Katie is passionate about helping all individuals, especially women, feel confident about their own personal finances.

Alison Frasca
Wealth Advisor

Alison is originally from San Diego, CA. She lives with her husband Philip and they have a border collie named Maui. Alison is a CFP® Professional and has a Bachelor's degree in Business Management from Azusa Pacific University. She loves the people at Capita and strongly believes in the Capita philosophy to help every person who crosses our path.

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