Our Team
National Coverage, Local Expertise
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The Capitas Team

Capitas Financial features a national footprint and network of offices working collaboratively to provide exceptional service and support, helping advisors and brokers grow their insurance business.

Our extensive resources, combined with a dedication to local service, distinguish Capitas Financial from others in the industry. Our team of experts create customized plans based on each client’s unique objectives, with ongoing in-force administration and reporting as needed.

CONTACT US to get in touch with your local field consultant.

Capitas Leadership Team

Blake Mohr
Blake Mohr
Chairman, CPA®
Capitas Financial
Timothy Smith
Timothy Smith
Managing Director of Capitas Financial & President
The Smith Companies
Rick Maholchic
Rick Maholchic
Managing Director of Capitas Financial & President, CLU®, ChFC®
Pacific Southwest Financial
Amy Noga
Amy Noga
Senior Vice President & Chief Operating Officer
Capitas Financial
Chris Peplinski
Chris Peplinski
Vice President of Sales & Institutions
Capitas Financial

Capitas Board of Directors

Capitas Corporate Office

Capitas Partners

Private Wealth Group

Northeast

Mid-Atlantic

Southeast

Midwest

Southwest

Pacific Northwest

Pacific Southwest