Capita Financial Network

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

Mike had the opportunity to sit down with Utah Business for their Founder Friday series and reflect on the journey of bu...
09/18/2026

Mike had the opportunity to sit down with Utah Business for their Founder Friday series and reflect on the journey of building Capita.

When Mike started Capita in 2008, he had a vision for creating a different kind of wealth management experience. He didn’t have everything figured out, but he knew relationships mattered, taking care of people mattered, and that staying committed to those things could build something meaningful.

Looking back, building Capita has been one of the greatest adventures of his life, and it has never been about one person.

We’re excited for what comes next. Thanks again to Utah Business !

Sometimes the team needs to get out and play! We love spending time with some friendly competition!
09/18/2026

Sometimes the team needs to get out and play! We love spending time with some friendly competition!

We’re incredibly grateful for the continued support and partnership Utah Business has shown us over the years. They’ve b...
09/16/2026

We’re incredibly grateful for the continued support and partnership Utah Business has shown us over the years.

They’ve been a great champion of Utah’s business community, and we’re thankful to be part of it.

Excited for our Founder, Mike, to interview with Ashley on September 18th!

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.

Address

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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