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.

Drew Boland

Commercial Account Manager

Education:

• University of Alabama – BA in Business Finance

Professional Experience:

• 2 years of sales experience

• 4 years of customer service experience

• 2019 – Joined Capital Insurance & Financial

Core Business:

Specializes in commercial lines

Hobbies:  I enjoy playing tennis, hiking and traveling.

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

Dawn Beck

Personal Lines Account Manager

Education:

• 1995 Licensed in Property & Casualty

• 2005 Licensed in Life & Health

• 2012 CISR Designation

Professional Experience:

• 20+ years Insurance experience

• 2010-2018 – Liberty Mutual

• 2018 – Joined Capital Insurance & Financial

Core Business:

Focus is on Auto, Home, Umbrella and Life Insurance needs.

Hobbies:  I enjoy spending time with my family whether it’s watching the kids in their sports, church activities, and going to the beach.

Family:  Married with 2 children

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

Jameson Mathews

Client Relations & Internal Operations Executive

Education:

• North Carolina State – Pursuing a BA in Business Marketing

Professional Experience:

• 6 years of customer service experience

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

Core Business:

Specializes in personal lines customer service. Personal Lines: Home, Auto, & Life.

Hobbies:  Enjoys driving fast cars, skeet shooting, time with friends and family, and all things dangerous.

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

Teresa Lawhorn

Personal Lines Account Manager

Education:

• Mt. Olive – AS in Health Sciences

Professional Experience:

• 9 Years Customer Service in Insurance

Core Business:

Focus is on Auto, Home, Umbrella and Life Insurance needs.

Hobbies:   I love traveling, spending time with family, camping, hiking in the mountains and watching the Georgia Bulldogs play!

Family:   Married with 3 children.

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.

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.
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.

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.

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.