Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs. Formed in 2001, Capitas Financial was founded on the strength and reputation of its founding members and was created to establish strong and strategic alliances with leading insurance carriers and financial institutions. 

Capitas offers an unparalleled planning process and selection of life, disability and long-term care insurance products, as well as sophisticated technology and cutting-edge marketing capabilities; all supported by local and dedicated sales management teams. Our experienced local Capitas Point of Sale are supported by a team consisting of Case Designer, Internal Marketer, Case Manager and Licensing and Appointment Professionals.  

Capitas local Point of Sale are also supported by Capitas’ industry leading and nationally recognized Private Wealth Team.  The Capitas Private Wealth Team of “Special Ops” experts enable a wide range of insight and expertise related to Wealth Transfer & Estate Planning, Business Planning & Executive Benefits, High Limit Disability, Underwriting, Private Placement, Sports and Entertainment, International Capabilities and Premium Finance. 

Website: www.capitasfinancial.com   
Locations: www.capitasfinancial.com/locations
Career Opportunities: www.capitasfinancial.com/careers
Contact Us: www.capitasfinancial.com/contact-us

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080.

Insurance

Capitas Financial

Capitas Financial's headquarters in Minneapolis, MN, United States

Blake Mohr

Charles B. Wold Clu, Chfc

Richard Esterly

Kevin M. Lauer

Tom Kingsley

Gina Ross

The Sales and Marketing Team at Capitas Financial focuses on driving growth and market presence through strategic sales initiatives and comprehensive marketing campaigns. The team is responsible for developing and maintaining client relationships, promoting a wide range of insurance solutions, and executing events and promotional activities to enhance engagement with Financial Advisors. Leveraging sophisticated technology, market insights, and collaboration with internal and external partners, they ensure Capitas Financial remains a leading provider of investment, tax, retirement, and estate planning insurance products.

Sales and Marketing Team

The Leadership Team at Capitas Financial is responsible for setting the strategic direction of the company, driving business growth, and ensuring operational excellence. Comprising senior executives and vice presidents, this team oversees key areas such as sales, estate and insurance planning, private wealth management, and company operations. Their collective expertise fosters strong alliances with insurance carriers and financial institutions, while supporting the company's commitment to providing unparalleled planning processes and innovative insurance solutions for financial advisors.

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Capitas Financial

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Teams

Sales and Marketing Team

Leadership Team

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Capitas Financial

Org chart

Teams

Sales and Marketing Team

Leadership Team

Offices

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