Meet Our Staff

Capital Insurance & Financial Services, Inc. has a following of loyal clients who have come to depend on their accuracy and consistency.   Our employees’ willingness to meet any task, no matter how large or small, has earned them a reputation of dependability and trustworthiness.  We excel at offering prompt, professional, and always-accurate service to clients both current and prospective.

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

David Wright

President

Education:

• Elon University – BA in Business Administration (1991)

• Licensed in Life, Health, Accident, Property, Liability, Series 6, and series 63 since 1991

• Completed Life Underwriter Training College (1994)

Professional Experience:

• Prudential: (1991-1998)

• 1998 – Founded Capital Insurance & Financial Services, Inc.

Core Business:

I am a business owner with a focus on risk management, risk transfer, asset accumulation, and income planning.  I have sold over $500 million in Life Insurance with client assets over $75 million.

Hobbies:  I enjoy basketball, tennis, boating, and coaching kids sports.

Family:  David is married with two sons and a Black Lab

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Andy Wright

Director of Operations

Education:

• Appalachian State University – History

• Wake Technical Community College – Accounting

• Licensed in Property & Casualty since 2006

Professional Experience:

• New Home Construction: (1995-2006)

• 2006 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Coordinates day to day operations focusing on: Accounting, Technology, Human Resources, and Commercial Lines Audits.

Hobbies:   I enjoy hunting, fishing, camping, and anything with an engine.

Family:   Andy is married with three dogs.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Suzanne Abreu

Personal Lines Manager

Education:

• Massasoit Community College – Business Administration

• Licensed in Property & Liability since 1997

• Certified Claims Specialist

Professional Experience:

• Nationwide: (1997-2010)

• 2010 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Personal Lines Manager with a focus in Home, Auto, and Umbrella

Hobbies: I enjoy going to the beach, skiing, and dancing.

Family: Suzanne is married with three kids and a dog, Murray.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.
Luke Russ, Raleigh Insurance Agent

Luke Russ

Executive Account Manager

Education:

• University of North Carolina at Chapel Hill – BA in Education

• Licensed in Property, Casualty, Life, Health, Accident, Long Term Care, and Medicare

Professional Experience:

• Durham Public Schools: (2006-2008)

• Liberty Mutual: (2008-2012)

• 2012 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

He provides auto, home, health, life, and long term care products to individuals.  Also, he helps business owners with their general liability, commercial auto, and worker’s compensation coverage.

Hobbies:  I enjoy coaching hockey, playing hockey, traveling, and golfing.

Family: Luke resides in Raleigh with his Great Dane, Blue.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jed Sampson

Senior Sales Associate

Education:

• North Carolina State University-BS in History

• Licensed in Property, Casualty, Life, and Health and Accident

Professional Experience:

• Woodmen Life: (2008-2011)

• Nationwide Insurance: (2011-2015)

• Independent Agency: (2015-2018)

• 2018 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Providing protection for auto, home, life, and health for individuals and families. In addition, working with business owners to protect their companies, whether it is general liability, commercial auto, business umbrella’s, or worker’s compensation. In short, protecting those things that matter most to individuals and businesses.

Hobbies: Playing all sports and coaching my kids various teams. Additionally, I enjoy hiking, camping and spending time with the family at the beach.

Family: Jed is married with three active kids.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Anne Forkner

Agent

Education:

• Strayer University – BA in Business Administration & Human Resources

• Licensed in Accident, Property, Liability, Home, and Auto since 2010

Professional Experience:

• 20 years of customer service experience

• 2010 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Small business, contractors, and new avenues for small businesses. 

Personal Lines: Home, Auto, & Life

Hobbies: I enjoy cooking, hiking, travel, family, and friends.

Family: Anne is married and resides in Raleigh.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Kate Gay

Client Relations Manager / Agent

Education:

• Wake Technical Community College – BA in Business Administration

• Licensed in Life, Health, Accident, Property, and Liability

• Certified Insurance Service Representative Designation

Professional Experience:

• Independent Agency: (2000-2007)

• Nationwide: (2007-2010)

• 2010 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

I am committed to analyzing your business exposures, designing a solid protection plan, and placing your policy with the company offering the best coverage at the most competitive price.  Our agency has a high standard of excellence in all that we do and I strive to establish a firm relationship of mutual trust and service with all of our clients.

Hobbies:  I enjoy cooking, reading, going to the beach, and spending time with family and friends.

Family: Kate is married with three dogs.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.
Angie Cox, Raleigh Insurance Agent

Angie Cox

Commercial Lines Manager / Agent

Education:

• Durham Technical Community College – BA in Business Administration (1992)

• Licensed in Casualty, Life, and Health since 1991

Professional Experience:

• Nationwide Insurance/Larry Mitchell Agency: (1990-2009)

• 2009 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Commercial Lines: sales and service

Hobbies: I enjoy going to dirt track races, fishing and am an avid card player.

Family: Angie is married with two sons and two dogs: Jake and Pup-pup.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.
Rachel Galambos, Raleigh Insurance Agent

Rachel Galambos

Administrative Manager

Education:

• Lake Erie College – BA in Business Administration (2010)

• Licensed in Property & Casualty since 2014

Professional Experience:

• Prudent Financial Group / FIRST Financial Group: (2011-2013)

• 2013 – Joined Capital Insurance & Financial Services, Inc.

Core Business Duties:

Focus: Life and financial customer support and administration.

Hobbies: I compete regularly in equestrian sports and I love working around my farm.

Family: Rachel lives on a farm with her horses, cats, and dog Hunter.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jennifer Sirbaugh

Agent, Personal Lines Account Executive

• Licensed in Property & Casualty for Personal & Commercial lines

Professional Experience:

• 15+ years of personal lines insurance experience

• 2016 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Focus: Auto, Home, and Personal Lines Insurance.

Hobbies: I enjoy traveling, personal fitness, and am a sports enthusiast.

Family: Jennifer resides in Cary with her husband and two daughters.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Francis Nunez

Commercial Account Executive

Education:

•University of San Francisco – BA in Business.

• Licensed in Property & Casualty, Life, and Health since 2004.

Professional Experience:

• 2005 – 2016 Farmers Insurance

• 2016 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Francis has eleven years of insurance industry experience. Her goal is to provide her clients with a level of protection and security in the event an unexpected loss occurs. As an experienced insurance professional, she offers her clients continued support, evaluation, risk management, and a comprehensive outline of insurance programs.

Hobbies: She enjoys traveling, sports, salsa dancing, and the beach.

Family: Francis resides in Cary with her husband and her cat Charlotte.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jackson Baum

Custumer Service Executive

Education:

• North Carolina State – Pursuing a BA in Business Finance

Professional Experience:

• 5 years of customer service experience

• 2018 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Jackson specializes in personal lines customer service.

Personal Lines: Home, Auto, & Life

Hobbies: Enjoys sports, exercising and fishing.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Adam Nelson

Commerical and Personal Lines Internal Service

Education:

• North Carolina State – BA in Political Science

Professional Experience:

• 2 years of customer service experience

• 2018 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Adam specializes in commercial and personal lines internal service and certificate of insurance issuance.

Hobbies: Enjoys sports, technology, and boating. Adam also played baseball at Methodist University.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Jaime Fajardo

Senior VP of Health Products

Education:

• East Carolina University – BA in Business Administration (1999)

• Licensed in Life, Health, Accident, Property, Liability, Medicare, and Long Term Care
    since 2001

Professional Experience:

• MetLife: (1999-2001)

• 2001 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

My focus is working with families and business owners to find comprehensive benefits at an affordable price.

Hobbies: I enjoy fishing and camping.

Family: Jaime is married with two daughters: Annabelle and Madeline.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Marthieah Weaver

Agent

Education:

• Campbell University – BA in Human Services (1985)

• Licensed in Property & Casualty since 1988

• Licensed in Life & Health since 2006

Professional Experience:

• Baker & Associates: (1987-2005)

• 2005 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Focus on providing and servicing: Home, Auto, Business, Life, and Health.

Hobbies: I enjoy singing, swimming, 4-wheeling, and playing with my grandchildren.

Family: Marthieah is married with four children and three grandchildren.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

Susie Tart

Agent

Education:

• Licensed in Property & Casualty – Agent & Broker – since 1983

• Notary – 1984

• CBIA designation – 2007

Professional Experience:

• Baker & Associates (Bookkeeper & Agent): (1983-2005)

• 2005 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

Administrative Assistant & Accounting for the Fuquay-Varina branch

Personal & Commercial Lines: sales and service

Hobbies: I enjoy cooking, reading, volunteering, and growing roses.

Family: Susie is married with four children.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

David Nelson

Managing Broker, New Bern Office
Direct: (252) 631-5195

Education:

• UNC-Wilmington- Bachelors degree in Earth Sciences

• Licensed in Life, Health, Accident, Property and Casualty, Medicare Supplement and Long Term Care Insurance.

Professional Experience:

• MetLife (2002-2005)

• North Carolina Farm Bureau (2005-2016)

• 2016 – Joined Capital Insurance & Financial Services, Inc.

Core Business:

I am an independent insurance agent with Capital Insurance and Financial in the New Bern and Coastal area. I focus on protecting clients’ standard of living with auto, home, business, life, and health insurance products.

Hobbies: I enjoy travel, fishing, hunting and home improvement projects.

Family: David is married with 4 children.

December 12th, 2016 by Capital Insurance & Financial Services, Inc.

 

 

December 12th, 2016 by Capital Insurance & Financial Services, Inc.