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.

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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.
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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.
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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.
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Ian Brinkley

Senior Sales Executive

Education:

• University of North Carolina at Chapel Hill – BA (2006)

• Licensed in Life, Health, Accident, Property, Casualty, Liability, Medicare Supplement,
    and Long Term Care since 2006

• Life Underwriter Training Council Fellow from The American College and the National
    Association of Insurance and Financial Advisors (2010)

Professional Experience:

• Tri-State Brokerage: (2004-2006)

• Liberty Mutual: (2006-2012)

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

Core Business:

Home, Auto, Small Business, Health, Life, Long Term Care, and Disability.

Hobbies: I enjoy triathlons, hockey, golf, family, and friends

Family: Ian is married with two Newfoundland puppies.

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

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.
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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.
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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

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.
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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.
Jaime Fajardo 2015

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 2015

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 2015

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.
Lynn Weinheim 2015

Lynn Weinheim

Administrative Manager

Education:

• Orange County College NY – BA in Business Administration

Professional Experience:

• Pellett Insurance Agency: (1974-1983)

• McLarins Toplis Insurance Adjusting Company’s NW Regional Director: (1984-2000)

• Baker & Associates: (2000-2005)

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

Core Business:

Health Insurance customer service support

Hobbies: I enjoy traveling, antique cars, and spending time with my granddaughter.

Family: Lynn is widowed and lives with her two dogs: Mattie and Scotty.

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

Lisa Scrivener

Sales Executive, New Bern Office
Direct: (252) 631-5195

Education:

• Davenport College of Business – Office Management

• Licensed in Property & Liability since 2014

Professional Experience:

• Farm Bureau (2014-2016)

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

Core Business:

Lisa assists the New Bern office and writes both personal and commercial insurance policies.

Hobbies: I enjoy sewing, knitting, being outdoors, and gardening.

Family: Lisa has been married for over 36 years, has 4 grown children living in Tennessee and Virginia and has 10 grandchildren.

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

 

 

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