Capita Financial Network

Capita Financial Network Capita is a group of financial planning experts who work together to help you create a customized retirement plan.

Nothing beats a summer movie! We celebrated our teammates and summertime by gathering, laughing, eating, and watching a ...
08/07/2026

Nothing beats a summer movie! We celebrated our teammates and summertime by gathering, laughing, eating, and watching a movie under the stars.

We love celebrating our Capita family!

Meet Kelsey! Since joining Capita in 2016, Kelsey has played a key role in shaping the firm’s client experience by build...
08/07/2026

Meet Kelsey!

Since joining Capita in 2016, Kelsey has played a key role in shaping the firm’s client experience by building the new business and client services departments from the ground up.

As Director of Financial Services, she leads the team that ensures every Capita client receives thoughtful, efficient support.

As an Utah native, Kelsey enjoys spending time in the mountains and traveling with her husband, son, and two dogs.

We’re so lucky to have Kelsey on the team!

Nothing beats a summer movie! We celebrated our teammates and summertime by gathering, laughing, eating, and watching a ...
08/07/2026

Nothing beats a summer movie! We celebrated our teammates and summertime by gathering, laughing, eating, and watching a movie under the stars. We love celebrating our Capital family!

08/07/2026

Summer is in full effect! For our company summer event, our staff invited their family and friends to watch “The Sandlot” in the Bees Stadium outfield! We love our Capita team!

08/04/2026

I just released a new video breaking down the truth about required minimum distributions (RMDs): what they are, why they matter, and how proper planning can help you avoid unnecessary tax surprises in retirement.

The best time to understand your tax strategy is before the IRS requires action. A little preparation today can create m...
08/04/2026

The best time to understand your tax strategy is before the IRS requires action. A little preparation today can create more options and confidence for the future.

08/04/2026

Most retirees think the biggest risk is the required minimum distribution (RMD) itself. But the real problem isn’t the withdrawal. It’s the chain reaction it can create in your taxes.

Watch the full video to learn why the RMD isn’t the real villain, and what you can do today to reduce the tax impact before it becomes a costly surprise.

07/21/2026

Teachers show up for students every single day. 💙

We were honored to support educators at the Show Up Conference alongside Abby Cox and her incredible mission to encourage, equip, and uplift those shaping the next generation.

To every teacher: thank you for the difference you make, even on the days no one sees it. Utah First Lady Abby Cox

Meet Todd! Todd brings 25 years of industry experience to Capita, including 15 years at Fidelity Investments and 10 year...
07/21/2026

Meet Todd! 

Todd brings 25 years of industry experience to Capita, including 15 years at Fidelity Investments and 10 years at Charles Schwab. He holds a bachelor’s degree in Finance from the University of Utah and a master’s degree in Financial Planning with an emphasis in Behavioral Finance from the College for Financial Planning.

What Todd enjoys most is building meaningful relationships and helping clients and their families create the best possible wealth management experience. He’s proud to be part of the Capita team, where exceptional financial planning is at the heart of everything we do.

When he’s not working with clients, you’ll find Todd at home in Cottonwood Heights with his wife and their three sons.

We’re grateful to have Todd on the Capita team

Investing in our communities starts with investing in the people who impact them most. Capita was proud to support Abby ...
07/21/2026

Investing in our communities starts with investing in the people who impact them most.

Capita was proud to support Abby Cox’s initiatives at the Show Up for Teachers Conference, celebrating educators who dedicate their lives to helping students grow and succeed.

Thank you to every teacher for showing up, leading, and inspiring every day. Utah First Lady Abby Cox

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14658 S Bangerter Pkwy Suite 300
Draper, UT
84020

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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