Michael Tepper
Director of Private Wealth
- Advanced Estate Planning
- Retirement Planning
- Executive Compensation Planning
- Financial Products Analysis & Design
- Business Continuation Planning
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Michael Tepper
Director of Private Wealth
Biography
Michael has been a successful part of Capitas since joining the organization in January 2004. He has been instrumental in the success of our institutional accounts market locally and is one of our most distinguished Directors. He has been nationally recognized for his many achievements in insurance planning.
His primary focus is to be an extension of an advisor’s team to assist in insurance planning when in the client’s best interest. His focus on developing relationships, training, and identifying planning opportunities has been paramount to his success and the success of the advisors he serves.
Along with his 25+ years’ experience in the insurance industry, Michael is a graduate of the Culinary Institute of America and the coveted Greenbriar apprenticeship program. He holds a Series 6, 63, and 26 licenses. He enjoys cooking, traveling, golf, wine collecting and reading.
The Smith Companies
At Smith Companies, Ltd., we specialize in empowering financial advisors, attorneys, accountants, and trust officers with comprehensive insurance solutions that enhance their clients’ financial and estate plans. As a premier General Agency, we provide seamless access to a wide range of life, long-term care, and disability insurance products from the industry’s top carriers — all in one place.
What sets us apart? Beyond product access, we deliver unmatched value through expert support and strategic guidance. Our team works alongside you to ensure insurance solutions are thoughtfully integrated into your clients’ broader financial goals — helping you deepen relationships and deliver exceptional outcomes.
Discover the Smith Companies advantage — where expertise meets efficiency, and your success is our priority.
