Samantha Vicelja
Director of Private Wealth
- Life Insurance
- Underwriting
- Agent Training & Onboarding
- Licensing & Contracting
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.
Samantha Vicelja
Director of Private Wealth
Biography
Samantha first joined Pacific Southwest Financial, a partner firm of Capitas Financial, in June of 2014 assisting our Underwriting Managers client files for broker dealer and insurance carrier review. She also assisted in translation of file documents and client communications from Spanish to English as needed.
Prior to her current role with Pacific Southwest Financial, Samantha served as a legal intern assisting Estate and Business attorneys organizing client estate and business files to include updating client trust files. Samantha completed her Bachelor’s degree in Speech and Language Pathology minoring in Spanish from Indiana University. She also attended one year abroad at the University De Sevilla in their Spanish program.
Her communication and organizational skills has transitioned her into an Internal Marketing Consultant to assist in sales and marketing efforts for dedicated field point of sale. Samantha also works in the Licensing and Appointment department of Pacific Southwest Financial assisting advisors and sales staff.
When not working Samantha enjoys spending time with friends and family, traveling, cooking, reading, and watching scary movies.
Pacific Southwest Financial
Pacific Southwest Financial® is an independent financial services firm and partner with Capitas Financial. Formed in 2001, each agency partner started as an independent business owner, not owned by an institution. Collectively, we are one of the largest independent distributors of insurance products, supporting clients, advisors and institutions.
With over $1 Billion in insurance premiums generated by us and our affiliates since 2021, over 800k inforce policies and over $80 Billion of inforce coverage, we understand business owners and what it takes to build wealth. Our Private Wealth Platform is structured to provide objectivity for sophisticated products and programs. An unbiased approach allows our field consultants to provide the right solutions to financial problems and opportunities.
